MWM
Modern Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.7M | Buy |
393,212
+43,895
| +13% | +$9.01M | 2.01% | 7 |
|
|
2025
Q1 | $77.6M | Buy |
349,317
+36,974
| +12% | +$8.21M | 2.48% | 7 |
|
|
2024
Q4 | $78.2M | Buy |
312,343
+208,360
| +200% | +$52.2M | 2.92% | 4 |
|
|
2024
Q3 | $24.2M | Buy |
103,983
+1,724
| +2% | +$402K | 1.48% | 12 |
|
|
2024
Q2 | $21.5M | Buy |
102,259
+18,215
| +22% | +$3.84M | 1.59% | 12 |
|
|
2024
Q1 | $14.4M | Buy |
84,044
+31,040
| +59% | +$5.32M | 1.34% | 16 |
|
|
2023
Q4 | $10.2M | Buy |
+53,004
| New | +$10.2M | 1.29% | 16 |
|