MAG
Mokosak Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
6,657
+578
| +10% | +$119K | 0.39% | 15 |
|
|
2025
Q1 | $1.35M | Buy |
6,079
+5
| +0.1% | +$1.11K | 0.42% | 15 |
|
|
2024
Q4 | $1.52M | Buy |
6,074
+7
| +0.1% | +$1.75K | 0.46% | 15 |
|
|
2024
Q3 | $1.41M | Buy |
6,067
+6
| +0.1% | +$1.4K | 0.42% | 15 |
|
|
2024
Q2 | $1.28M | Buy |
6,061
+5
| +0.1% | +$1.05K | 0.42% | 15 |
|
|
2024
Q1 | $1.04M | Buy |
6,056
+223
| +4% | +$38.2K | 0.34% | 15 |
|
|
2023
Q4 | $1.12M | Buy |
5,833
+36
| +0.6% | +$6.93K | 0.4% | 15 |
|
|
2023
Q3 | $993K | Buy |
5,797
+235
| +4% | +$40.2K | 0.4% | 15 |
|
|
2023
Q2 | $1.08M | Buy |
5,562
+59
| +1% | +$11.4K | 0.43% | 15 |
|
|
2023
Q1 | $907K | Buy |
5,503
+59
| +1% | +$9.73K | 0.39% | 15 |
|
|
2022
Q4 | $708K | Sell |
5,444
-678
| -11% | -$88.2K | 0.32% | 15 |
|
|
2022
Q3 | $847K | Buy |
6,122
+340
| +6% | +$47K | 0.42% | 16 |
|
|
2022
Q2 | $791K | Buy |
5,782
+80
| +1% | +$10.9K | 0.38% | 15 |
|
|
2022
Q1 | $996K | Buy |
5,702
+66
| +1% | +$11.5K | 0.4% | 15 |
|
|
2021
Q4 | $1M | Buy |
5,636
+107
| +2% | +$19K | 0.38% | 15 |
|
|
2021
Q3 | $782K | Buy |
5,529
+94
| +2% | +$13.3K | 0.32% | 15 |
|
|
2021
Q2 | $744K | Buy |
5,435
+26
| +0.5% | +$3.56K | 0.31% | 15 |
|
|
2021
Q1 | $659K | Buy |
5,409
+371
| +7% | +$45.2K | 0.3% | 15 |
|
|
2020
Q4 | $667K | Buy |
5,038
+150
| +3% | +$19.9K | 0.32% | 15 |
|
|
2020
Q3 | $567K | Buy |
4,888
+3,671
| +302% | +$426K | 0.32% | 15 |
|
|
2020
Q2 | $444K | Buy |
1,217
+167
| +16% | +$60.9K | 0.27% | 15 |
|
|
2020
Q1 | $268K | Buy |
1,050
+244
| +30% | +$62.3K | 0.2% | 16 |
|
|
2019
Q4 | $237K | Sell |
806
-259
| -24% | -$76.2K | 0.14% | 23 |
|
|
2019
Q3 | $238K | Buy |
1,065
+3
| +0.3% | +$670 | 0.16% | 21 |
|
|
2019
Q2 | $209K | Buy |
1,062
+3
| +0.3% | +$590 | 0.14% | 21 |
|
|
2019
Q1 | $201K | Buy |
+1,059
| New | +$201K | 0.14% | 21 |
|
|
2018
Q4 | – | Sell |
-988
| Closed | -$223K | – | 23 |
|
|
2018
Q3 | $223K | Buy |
+988
| New | +$223K | 0.15% | 12 |
|