MAWCM
Mine & Arao Wealth Creation & Management’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.2M | Sell |
88,910
-492
| -0.6% | -$101K | 8.14% | 4 |
|
2025
Q1 | $19.9M | Sell |
89,402
-955
| -1% | -$212K | 9.68% | 4 |
|
2024
Q4 | $22.6M | Sell |
90,357
-1,906
| -2% | -$477K | 10.37% | 4 |
|
2024
Q3 | $21.5M | Buy |
92,263
+595
| +0.6% | +$139K | 9.98% | 4 |
|
2024
Q2 | $19.3M | Buy |
91,668
+1,169
| +1% | +$246K | 9.4% | 4 |
|
2024
Q1 | $15.5M | Buy |
90,499
+86
| +0.1% | +$14.7K | 7.68% | 4 |
|
2023
Q4 | $17.4M | Sell |
90,413
-896
| -1% | -$173K | 9.41% | 4 |
|
2023
Q3 | $15.6M | Buy |
91,309
+605
| +0.7% | +$104K | 9.51% | 4 |
|
2023
Q2 | $17.6M | Sell |
90,704
-281
| -0.3% | -$54.5K | 10.29% | 4 |
|
2023
Q1 | $15M | Buy |
90,985
+12,548
| +16% | +$2.07M | 9.63% | 4 |
|
2022
Q4 | $10.2M | Sell |
78,437
-11,986
| -13% | -$1.56M | 7.54% | 4 |
|
2022
Q3 | $12.5M | Buy |
90,423
+1,232
| +1% | +$170K | 9.2% | 4 |
|
2022
Q2 | $12.2M | Buy |
89,191
+5,930
| +7% | +$811K | 8.57% | 4 |
|
2022
Q1 | $14.5M | Buy |
83,261
+404
| +0.5% | +$70.5K | 8.52% | 4 |
|
2021
Q4 | $14.7M | Buy |
82,857
+523
| +0.6% | +$92.9K | 8.11% | 4 |
|
2021
Q3 | $11.7M | Buy |
82,334
+376
| +0.5% | +$53.2K | 6.98% | 4 |
|
2021
Q2 | $11.2M | Sell |
81,958
-50
| -0.1% | -$6.85K | 6.78% | 4 |
|
2021
Q1 | $10M | Buy |
82,008
+1,621
| +2% | +$198K | 6.68% | 4 |
|
2020
Q4 | $10.7M | Sell |
80,387
-200
| -0.2% | -$26.5K | 7.66% | 4 |
|
2020
Q3 | $9.33M | Buy |
80,587
+64,035
| +387% | +$7.42M | 7.68% | 4 |
|
2020
Q2 | $6.04M | Sell |
16,552
-8
| -0% | -$2.92K | 5.66% | 5 |
|
2020
Q1 | $4.21M | Buy |
16,560
+185
| +1% | +$47K | 4.88% | 5 |
|
2019
Q4 | $4.81M | Buy |
+16,375
| New | +$4.81M | 4.51% | 4 |
|