MWM
Mindset Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.3M | Sell |
220,771
-156
| -0.1% | -$32K | 14.83% | 2 |
|
|
2025
Q1 | $49.1M | Sell |
220,927
-24,739
| -10% | -$5.5M | 19.1% | 2 |
|
|
2024
Q4 | $61.5M | Buy |
245,666
+18,765
| +8% | +$4.7M | 22.49% | 2 |
|
|
2024
Q3 | $52.9M | Buy |
+226,901
| New | +$52.9M | 21.84% | 2 |
|