MKD Wealth Coaches’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
1,352
| – | – | 0.29% | 20 |
|
|
2025
Q1 | $300K | Hold |
1,352
| – | – | 0.34% | 17 |
|
|
2024
Q4 | $339K | Buy |
+1,352
| New | +$339K | 0.34% | 21 |
|
|
2021
Q4 | $1.59M | Buy |
8,948
+1,632
| +22% | +$290K | 2.17% | 6 |
|
|
2021
Q3 | $1.04M | Hold |
7,316
| – | – | 1.63% | 6 |
|
|
2021
Q2 | $1M | Hold |
7,316
| – | – | 1.6% | 8 |
|
|
2021
Q1 | $894K | Hold |
7,316
| – | – | 1.53% | 7 |
|
|
2020
Q4 | $971K | Buy |
7,316
+3,701
| +102% | +$491K | 1.56% | 10 |
|
|
2020
Q3 | $419K | Sell |
3,615
-5,105
| -59% | -$592K | 0.6% | 21 |
|
|
2020
Q2 | $795K | Buy |
8,720
+24
| +0.3% | +$2.19K | 1% | 14 |
|
|
2020
Q1 | $553K | Buy |
8,696
+912
| +12% | +$58K | 0.74% | 26 |
|
|
2019
Q4 | $571K | Hold |
7,784
| – | – | 0.49% | 36 |
|
|
2019
Q3 | $436K | Sell |
7,784
-6,536
| -46% | -$366K | 0.45% | 36 |
|
|
2019
Q2 | $395K | Buy |
14,320
+6,368
| +80% | +$176K | 0.35% | 33 |
|
|
2019
Q1 | $378K | Hold |
7,952
| – | – | 0.38% | 32 |
|
|
2018
Q4 | $314K | Buy |
+7,952
| New | +$314K | 0.37% | 39 |
|