MA
Modus Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.79M | Sell |
47,727
-86
| -0.2% | -$17.6K | 2.91% | 6 |
|
|
2025
Q1 | $10.6M | Sell |
47,813
-212
| -0.4% | -$47.1K | 3.48% | 3 |
|
|
2024
Q4 | $12M | Sell |
48,025
-1,663
| -3% | -$416K | 3.77% | 3 |
|
|
2024
Q3 | $11.6M | Sell |
49,688
-253
| -0.5% | -$58.9K | 3.8% | 3 |
|
|
2024
Q2 | $10.5M | Buy |
49,941
+454
| +0.9% | +$95.6K | 3.72% | 3 |
|
|
2024
Q1 | $8.49M | Sell |
49,487
-2,008
| -4% | -$344K | 3.14% | 6 |
|
|
2023
Q4 | $9.91M | Buy |
51,495
+796
| +2% | +$153K | 4.02% | 3 |
|
|
2023
Q3 | $8.68M | Sell |
50,699
-122
| -0.2% | -$20.9K | 3.79% | 4 |
|
|
2023
Q2 | $9.86M | Sell |
50,821
-2,652
| -5% | -$514K | 4.23% | 2 |
|
|
2023
Q1 | $8.82M | Sell |
53,473
-141
| -0.3% | -$23.3K | 4.06% | 3 |
|
|
2022
Q4 | $6.97M | Buy |
53,614
+6
| +0% | +$780 | 3.37% | 5 |
|
|
2022
Q3 | $7.41M | Sell |
53,608
-37
| -0.1% | -$5.11K | 3.9% | 5 |
|
|
2022
Q2 | $7.33M | Buy |
53,645
+421
| +0.8% | +$57.6K | 3.71% | 5 |
|
|
2022
Q1 | $9.29M | Sell |
53,224
-522
| -1% | -$91.1K | 4.08% | 4 |
|
|
2021
Q4 | $9.54M | Sell |
53,746
-3,782
| -7% | -$672K | 4.06% | 4 |
|
|
2021
Q3 | $8.14M | Sell |
57,528
-1,401
| -2% | -$198K | 3.52% | 4 |
|
|
2021
Q2 | $8.07M | Buy |
58,929
+48
| +0.1% | +$6.57K | 3.4% | 4 |
|
|
2021
Q1 | $7.19M | Buy |
58,881
+1,106
| +2% | +$135K | 3.33% | 6 |
|
|
2020
Q4 | $7.67M | Sell |
57,775
-1,723
| -3% | -$229K | 3.97% | 4 |
|
|
2020
Q3 | $6.89M | Buy |
59,498
+45,733
| +332% | +$5.3M | 3.96% | 5 |
|
|
2020
Q2 | $5.02M | Buy |
13,765
+1,681
| +14% | +$613K | 3.27% | 7 |
|
|
2020
Q1 | $3.07M | Sell |
12,084
-1,330
| -10% | -$338K | 2.85% | 12 |
|
|
2019
Q4 | $3.94M | Buy |
+13,414
| New | +$3.94M | 3.1% | 11 |
|