MWM
Minot Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $24.3M | Buy |
177,892
+820
| +0.5% | +$112K | 6.25% | 2 |
|
|
2022
Q1 | $30.9M | Sell |
177,072
-420
| -0.2% | -$73.3K | 6.66% | 1 |
|
|
2021
Q4 | $31.5M | Sell |
177,492
-1,354
| -0.8% | -$240K | 6.07% | 1 |
|
|
2021
Q3 | $25.3M | Buy |
178,846
+17,638
| +11% | +$2.5M | 5.47% | 1 |
|
|
2021
Q2 | $23.5M | Buy |
161,208
+24,981
| +18% | +$3.64M | 5.13% | 2 |
|
|
2021
Q1 | $16.6M | Buy |
136,227
+7,122
| +6% | +$870K | 4.25% | 2 |
|
|
2020
Q4 | $17.1M | Buy |
129,105
+6,456
| +5% | +$857K | 5.11% | 1 |
|
|
2020
Q3 | $14.2M | Buy |
122,649
+105,199
| +603% | +$12.2M | 5.35% | 1 |
|
|
2020
Q2 | $6.37M | Buy |
17,450
+2,425
| +16% | +$885K | 3.18% | 4 |
|
|
2020
Q1 | $3.82M | Buy |
15,025
+5,468
| +57% | +$1.39M | 2.74% | 6 |
|
|
2019
Q4 | $3.04M | Buy |
+9,557
| New | +$3.04M | 1.38% | 18 |
|