MRWM
ML&R Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.58M | Sell |
20,864
-2,298
| -10% | -$394K | 0.82% | 13 |
|
|
2023
Q4 | $4.46M | Sell |
23,162
-1,742
| -7% | -$335K | 1.01% | 9 |
|
|
2023
Q3 | $4.26M | Sell |
24,904
-25,167
| -50% | -$4.31M | 1.11% | 9 |
|
|
2023
Q2 | $9.71M | Buy |
50,071
+28,743
| +135% | +$5.58M | 2.14% | 8 |
|
|
2023
Q1 | $3.52M | Buy |
21,328
+10,143
| +91% | +$1.67M | 0.94% | 11 |
|
|
2022
Q4 | $1.45M | Sell |
11,185
-526
| -4% | -$68.3K | 0.43% | 20 |
|
|
2022
Q3 | $1.62M | Buy |
11,711
+423
| +4% | +$58.4K | 0.55% | 17 |
|
|
2022
Q2 | $1.54M | Sell |
11,288
-3,604
| -24% | -$493K | 0.69% | 12 |
|
|
2022
Q1 | $2.6M | Buy |
14,892
+267
| +2% | +$46.6K | 0.96% | 11 |
|
|
2021
Q4 | $2.6M | Buy |
+14,625
| New | +$2.6M | 0.97% | 9 |
|