MWM
MinichMacGregor Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
12,919
-1,634
| -11% | -$335K | 0.57% | 43 |
|
|
2025
Q1 | $3.23M | Sell |
14,553
-20
| -0.1% | -$4.44K | 0.72% | 43 |
|
|
2024
Q4 | $3.65M | Buy |
14,573
+523
| +4% | +$131K | 0.76% | 42 |
|
|
2024
Q3 | $3.27M | Hold |
14,050
| – | – | 0.7% | 42 |
|
|
2024
Q2 | $2.96M | Buy |
14,050
+118
| +0.8% | +$24.9K | 0.72% | 40 |
|
|
2024
Q1 | $2.37M | Sell |
13,932
-901
| -6% | -$153K | 0.6% | 45 |
|
|
2023
Q4 | $2.86M | Sell |
14,833
-653
| -4% | -$126K | 0.83% | 35 |
|
|
2023
Q3 | $2.65M | Buy |
15,486
+383
| +3% | +$65.6K | 0.88% | 42 |
|
|
2023
Q2 | $2.93M | Sell |
15,103
-135
| -0.9% | -$26.2K | 0.91% | 39 |
|
|
2023
Q1 | $2.51M | Buy |
15,238
+2,334
| +18% | +$385K | 0.83% | 34 |
|
|
2022
Q4 | $1.68M | Sell |
12,904
-49
| -0.4% | -$6.37K | 0.61% | 38 |
|
|
2022
Q3 | $1.79M | Buy |
12,953
+929
| +8% | +$128K | 0.71% | 37 |
|
|
2022
Q2 | $1.64M | Buy |
12,024
+60
| +0.5% | +$8.2K | 0.68% | 39 |
|
|
2022
Q1 | $2.09M | Buy |
11,964
+296
| +3% | +$51.7K | 0.67% | 37 |
|
|
2021
Q4 | $2.07M | Sell |
11,668
-539
| -4% | -$95.7K | 0.63% | 38 |
|
|
2021
Q3 | $1.73M | Buy |
12,207
+135
| +1% | +$19.1K | 0.58% | 35 |
|
|
2021
Q2 | $1.65M | Sell |
12,072
-243
| -2% | -$33.3K | 0.58% | 35 |
|
|
2021
Q1 | $1.5M | Sell |
12,315
-9
| -0.1% | -$1.1K | 0.56% | 36 |
|
|
2020
Q4 | $1.64M | Buy |
12,324
+925
| +8% | +$123K | 0.67% | 36 |
|
|
2020
Q3 | $1.33M | Buy |
11,399
+8,881
| +353% | +$1.03M | 0.63% | 32 |
|
|
2020
Q2 | $918K | Sell |
2,518
-1,979
| -44% | -$721K | 0.51% | 31 |
|
|
2020
Q1 | $1.28M | Buy |
4,497
+1,471
| +49% | +$418K | 1.15% | 17 |
|
|
2019
Q4 | $888K | Buy |
3,026
+11
| +0.4% | +$3.23K | 0.49% | 32 |
|
|
2019
Q3 | $675K | Buy |
3,015
+870
| +41% | +$195K | 0.46% | 31 |
|
|
2019
Q2 | $432K | Buy |
2,145
+116
| +6% | +$23.4K | 0.3% | 35 |
|
|
2019
Q1 | $388K | Sell |
2,029
-44,862
| -96% | -$8.58M | 0.29% | 36 |
|
|
2018
Q4 | $7.23M | Buy |
46,891
+44,723
| +2,063% | +$6.89M | 4.94% | 3 |
|
|
2018
Q3 | $492K | Buy |
2,168
+258
| +14% | +$58.6K | 0.32% | 27 |
|
|
2018
Q2 | $357K | Sell |
1,910
-44
| -2% | -$8.22K | 0.25% | 32 |
|
|
2018
Q1 | $327K | Buy |
1,954
+479
| +32% | +$80.2K | 0.25% | 33 |
|
|
2017
Q4 | $249K | Sell |
1,475
-127
| -8% | -$21.4K | 0.19% | 34 |
|
|
2017
Q3 | $247K | Sell |
1,602
-51
| -3% | -$7.86K | 0.2% | 34 |
|
|
2017
Q2 | $238K | Sell |
1,653
-12
| -0.7% | -$1.73K | 0.21% | 32 |
|
|
2017
Q1 | $239K | Sell |
1,665
-892
| -35% | -$128K | 0.22% | 32 |
|
|
2016
Q4 | $296K | Sell |
2,557
-1,122
| -30% | -$130K | 0.28% | 29 |
|
|
2016
Q3 | $415K | Buy |
3,679
+42
| +1% | +$4.74K | 0.39% | 26 |
|
|
2016
Q2 | $347K | Sell |
3,637
-442
| -11% | -$42.2K | 0.33% | 30 |
|
|
2016
Q1 | $444K | Buy |
4,079
+397
| +11% | +$43.2K | 0.43% | 24 |
|
|
2015
Q4 | $479K | Buy |
+3,682
| New | +$479K | 0.45% | 25 |
|