MWM
Mission Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206M | Buy |
1,005,665
+109,565
| +12% | +$22.5M | 4.41% | 6 |
|
|
2025
Q1 | $199M | Buy |
896,100
+61,175
| +7% | +$13.6M | 4.89% | 5 |
|
|
2024
Q4 | $209M | Buy |
834,925
+28,471
| +4% | +$7.13M | 4.87% | 6 |
|
|
2024
Q3 | $188M | Buy |
806,454
+32,384
| +4% | +$7.55M | 4.55% | 6 |
|
|
2024
Q2 | $163M | Buy |
774,070
+19,488
| +3% | +$4.1M | 4.32% | 6 |
|
|
2024
Q1 | $129M | Buy |
754,582
+146,143
| +24% | +$25.1M | 3.4% | 7 |
|
|
2023
Q4 | $117M | Buy |
608,439
+19,602
| +3% | +$3.77M | 3.8% | 6 |
|
|
2023
Q3 | $101M | Buy |
588,837
+7,616
| +1% | +$1.3M | 3.76% | 6 |
|
|
2023
Q2 | $113M | Buy |
581,221
+44,292
| +8% | +$8.59M | 4.26% | 6 |
|
|
2023
Q1 | $88.5M | Buy |
536,929
+10,006
| +2% | +$1.65M | 3.71% | 6 |
|
|
2022
Q4 | $68.5M | Buy |
526,923
+6,234
| +1% | +$810K | 3.27% | 6 |
|
|
2022
Q3 | $72M | Buy |
520,689
+25,804
| +5% | +$3.57M | 3.81% | 5 |
|
|
2022
Q2 | $67.7M | Buy |
494,885
+429
| +0.1% | +$58.7K | 3.56% | 7 |
|
|
2022
Q1 | $86.3M | Buy |
494,456
+59,057
| +14% | +$10.3M | 3.99% | 5 |
|
|
2021
Q4 | $77.3M | Sell |
435,399
-15,417
| -3% | -$2.74M | 3.48% | 6 |
|
|
2021
Q3 | $63.8M | Buy |
450,816
+36,048
| +9% | +$5.1M | 3.25% | 7 |
|
|
2021
Q2 | $56.8M | Buy |
414,768
+17,700
| +4% | +$2.42M | 3.01% | 7 |
|
|
2021
Q1 | $48.5M | Sell |
397,068
-41,939
| -10% | -$5.12M | 2.81% | 11 |
|
|
2020
Q4 | $58.3M | Sell |
439,007
-4,385
| -1% | -$582K | 3.64% | 8 |
|
|
2020
Q3 | $51.3M | Buy |
443,392
+338,143
| +321% | +$39.2M | 3.85% | 9 |
|
|
2020
Q2 | $38.4M | Buy |
105,249
+8,351
| +9% | +$3.05M | 3.31% | 12 |
|
|
2020
Q1 | $24.6M | Sell |
96,898
-7,817
| -7% | -$1.99M | 2.72% | 13 |
|
|
2019
Q4 | $30.8M | Buy |
104,715
+2,449
| +2% | +$719K | 2.96% | 12 |
|
|
2019
Q3 | $22.9M | Buy |
102,266
+3,244
| +3% | +$727K | 2.45% | 13 |
|
|
2019
Q2 | $19.6M | Sell |
99,022
-5,162
| -5% | -$1.02M | 2.2% | 13 |
|
|
2019
Q1 | $19.8M | Sell |
104,184
-4,231
| -4% | -$804K | 2.3% | 12 |
|
|
2018
Q4 | $17.1M | Buy |
108,415
+4,901
| +5% | +$773K | 2.23% | 13 |
|
|
2018
Q3 | $23.4M | Sell |
103,514
-123
| -0.1% | -$27.8K | 3.08% | 11 |
|
|
2018
Q2 | $19.2M | Buy |
103,637
+9,713
| +10% | +$1.8M | 2.83% | 11 |
|
|
2018
Q1 | $15.8M | Buy |
93,924
+12,368
| +15% | +$2.08M | 2.54% | 12 |
|
|
2017
Q4 | $13.8M | Buy |
81,556
+865
| +1% | +$146K | 2.36% | 12 |
|
|
2017
Q3 | $12.4M | Sell |
80,691
-464
| -0.6% | -$71.5K | 2.28% | 13 |
|
|
2017
Q2 | $11.7M | Buy |
81,155
+330
| +0.4% | +$47.5K | 2.22% | 13 |
|
|
2017
Q1 | $11.6M | Sell |
80,825
-145
| -0.2% | -$20.8K | 2.26% | 13 |
|
|
2016
Q4 | $9.38M | Buy |
80,970
+3,403
| +4% | +$394K | 1.87% | 14 |
|
|
2016
Q3 | $8.77M | Buy |
77,567
+12,140
| +19% | +$1.37M | 2.12% | 12 |
|
|
2016
Q2 | $6.26M | Buy |
65,427
+4,133
| +7% | +$395K | 1.66% | 13 |
|
|
2016
Q1 | $6.68M | Buy |
61,294
+13,698
| +29% | +$1.49M | 1.8% | 13 |
|
|
2015
Q4 | $5.01M | Buy |
47,596
+3,334
| +8% | +$351K | 1.41% | 16 |
|
|
2015
Q3 | $4.88M | Buy |
44,262
+1,509
| +4% | +$166K | 1.48% | 16 |
|
|
2015
Q2 | $5.32M | Buy |
+42,753
| New | +$5.32M | 1.82% | 15 |
|