MMBG Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $85.9M | Buy |
418,665
+2,803
| +0.7% | +$575K | 8.55% | 2 |
|
2025
Q1 | $92.4M | Sell |
415,862
-930
| -0.2% | -$207K | 10.44% | 1 |
|
2024
Q4 | $104M | Sell |
416,792
-2,540
| -0.6% | -$636K | 11.08% | 1 |
|
2024
Q3 | $97.7M | Sell |
419,332
-12,218
| -3% | -$2.85M | 10.2% | 1 |
|
2024
Q2 | $90.9M | Sell |
431,550
-14,779
| -3% | -$3.11M | 9.74% | 1 |
|
2024
Q1 | $76.5M | Sell |
446,329
-455
| -0.1% | -$78K | 8.07% | 3 |
|
2023
Q4 | $86M | Sell |
446,784
-19,685
| -4% | -$3.79M | 10.12% | 1 |
|
2023
Q3 | $79.9M | Sell |
466,469
-6,545
| -1% | -$1.12M | 10.07% | 1 |
|
2023
Q2 | $89.5M | Sell |
473,014
-20,720
| -4% | -$3.92M | 10.87% | 1 |
|
2023
Q1 | $81.4M | Sell |
493,734
-50,522
| -9% | -$8.33M | 10.32% | 1 |
|
2022
Q4 | $70.7M | Sell |
544,256
-4,532
| -0.8% | -$589K | 9.36% | 1 |
|
2022
Q3 | $75.8M | Sell |
548,788
-8,093
| -1% | -$1.12M | 10.15% | 1 |
|
2022
Q2 | $76.1M | Buy |
556,881
+17,734
| +3% | +$2.42M | 9.44% | 1 |
|
2022
Q1 | $94.1M | Sell |
539,147
-925
| -0.2% | -$162K | 9.82% | 1 |
|
2021
Q4 | $95.9M | Buy |
+540,072
| New | +$95.9M | 9.22% | 2 |
|