MWA
MN Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
14,192
+798
| +6% | +$164K | 1.69% | 12 |
|
|
2025
Q1 | $2.98M | Sell |
13,394
-1,809
| -12% | -$402K | 1.75% | 16 |
|
|
2024
Q4 | $3.81M | Buy |
15,203
+658
| +5% | +$165K | 2.14% | 12 |
|
|
2024
Q3 | $3.39M | Hold |
14,545
| – | – | 1.93% | 14 |
|
|
2024
Q2 | $3.06M | Buy |
14,545
+314
| +2% | +$66.1K | 1.78% | 14 |
|
|
2024
Q1 | $2.44M | Buy |
14,231
+27
| +0.2% | +$4.63K | 1.51% | 15 |
|
|
2023
Q4 | $2.73M | Buy |
+14,204
| New | +$2.73M | 1.88% | 11 |
|