Mokosak Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $993K | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $907K | Buy |
|
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|
2022
Q4 | $708K | Sell |
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|
2022
Q3 | $847K | Buy |
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|
2022
Q2 | $791K | Buy |
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|
2022
Q1 | $996K | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $782K | Buy |
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|
2021
Q2 | $744K | Buy |
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|
2021
Q1 | $659K | Buy |
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|
2020
Q4 | $667K | Buy |
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|
2020
Q3 | $567K | Buy |
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|
2020
Q2 | $444K | Buy |
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|
2020
Q1 | $268K | Buy |
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|
2019
Q4 | $237K | Sell |
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|
2019
Q3 | $238K | Buy |
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|
2019
Q2 | $209K | Buy |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $223K | Buy |
|