MFT
Moisand Fitzgerald Tamayo’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
13,255
-61
| -0.5% | -$12.5K | 0.34% | 29 |
|
|
2025
Q1 | $2.96M | Buy |
13,316
+172
| +1% | +$38.2K | 0.41% | 28 |
|
|
2024
Q4 | $3.29M | Sell |
13,144
-803
| -6% | -$201K | 0.47% | 28 |
|
|
2024
Q3 | $3.25M | Sell |
13,947
-219
| -2% | -$51K | 0.45% | 28 |
|
|
2024
Q2 | $2.98M | Buy |
14,166
+449
| +3% | +$94.6K | 0.45% | 27 |
|
|
2024
Q1 | $2.35M | Sell |
13,717
-3
| -0% | -$514 | 0.36% | 30 |
|
|
2023
Q4 | $2.64M | Buy |
13,720
+1,463
| +12% | +$282K | 0.46% | 31 |
|
|
2023
Q3 | $2.1M | Buy |
12,257
+747
| +6% | +$128K | 0.44% | 33 |
|
|
2023
Q2 | $2.23M | Sell |
11,510
-1,377
| -11% | -$267K | 0.46% | 33 |
|
|
2023
Q1 | $2.13M | Buy |
12,887
+53
| +0.4% | +$8.74K | 0.45% | 35 |
|
|
2022
Q4 | $1.67M | Sell |
12,834
-133
| -1% | -$17.3K | 0.38% | 35 |
|
|
2022
Q3 | $1.79M | Buy |
12,967
+1,344
| +12% | +$186K | 0.49% | 35 |
|
|
2022
Q2 | $1.59M | Buy |
11,623
+7,373
| +173% | +$1.01M | 0.43% | 34 |
|
|
2022
Q1 | $742K | Sell |
4,250
-6,343
| -60% | -$1.11M | 0.34% | 43 |
|
|
2021
Q4 | $1.88M | Buy |
10,593
+668
| +7% | +$119K | 0.53% | 34 |
|
|
2021
Q3 | $1.4M | Buy |
9,925
+136
| +1% | +$19.2K | 0.47% | 36 |
|
|
2021
Q2 | $1.34M | Buy |
9,789
+588
| +6% | +$80.6K | 0.49% | 35 |
|
|
2021
Q1 | $1.12M | Buy |
9,201
+323
| +4% | +$39.5K | 0.49% | 36 |
|
|
2020
Q4 | $1.18M | Sell |
8,878
-714
| -7% | -$94.7K | 0.53% | 33 |
|
|
2020
Q3 | $1.11M | Buy |
9,592
+6,803
| +244% | +$788K | 0.57% | 32 |
|
|
2020
Q2 | $1.02M | Sell |
2,789
-142
| -5% | -$51.8K | 0.56% | 34 |
|
|
2020
Q1 | $745K | Buy |
2,931
+16
| +0.5% | +$4.07K | 0.49% | 33 |
|
|
2019
Q4 | $856K | Sell |
2,915
-23
| -0.8% | -$6.75K | 0.44% | 38 |
|
|
2019
Q3 | $658K | Hold |
2,938
| – | – | 0.36% | 42 |
|
|
2019
Q2 | $581K | Buy |
2,938
+65
| +2% | +$12.9K | 0.32% | 48 |
|
|
2019
Q1 | $546K | Buy |
2,873
+70
| +2% | +$13.3K | 0.3% | 50 |
|
|
2018
Q4 | $442K | Buy |
2,803
+27
| +1% | +$4.26K | 0.28% | 52 |
|
|
2018
Q3 | $627K | Hold |
2,776
| – | – | 0.35% | 45 |
|
|
2018
Q2 | $514K | Sell |
2,776
-924
| -25% | -$171K | 0.3% | 50 |
|
|
2018
Q1 | $621K | Buy |
3,700
+860
| +30% | +$144K | 0.37% | 43 |
|
|
2017
Q4 | $481K | Sell |
2,840
-100
| -3% | -$16.9K | 0.28% | 41 |
|
|
2017
Q3 | $453K | Buy |
2,940
+451
| +18% | +$69.5K | 0.28% | 44 |
|
|
2017
Q2 | $358K | Hold |
2,489
| – | – | 0.24% | 47 |
|
|
2017
Q1 | $358K | Hold |
2,489
| – | – | 0.25% | 46 |
|
|
2016
Q4 | $288K | Sell |
2,489
-104
| -4% | -$12K | 0.21% | 50 |
|
|
2016
Q3 | $293K | Buy |
2,593
+107
| +4% | +$12.1K | 0.22% | 48 |
|
|
2016
Q2 | $238K | Sell |
2,486
-342
| -12% | -$32.7K | 0.19% | 50 |
|
|
2016
Q1 | $308K | Buy |
2,828
+1,511
| +115% | +$165K | 0.25% | 43 |
|
|
2015
Q4 | $139K | Buy |
+1,317
| New | +$139K | 0.12% | 62 |
|