MWP
Moller Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
+1,426
| New | +$293K | 0.06% | 57 |
|
|
2021
Q1 | – | Sell |
-5,308
| Closed | -$704K | – | 48 |
|
|
2020
Q4 | $704K | Buy |
+5,308
| New | +$704K | 0.29% | 34 |
|
|
2020
Q3 | – | Sell |
-926
| Closed | -$338K | – | 43 |
|
|
2020
Q2 | $338K | Sell |
926
-56
| -6% | -$20.4K | 0.15% | 38 |
|
|
2020
Q1 | $250K | Sell |
982
-17
| -2% | -$4.33K | 0.13% | 40 |
|
|
2019
Q4 | $293K | Hold |
999
| – | – | 0.13% | 43 |
|
|
2019
Q3 | $224K | Buy |
+999
| New | +$224K | 0.11% | 46 |
|
|
2019
Q1 | – | Sell |
-5,383
| Closed | -$807K | – | 55 |
|
|
2018
Q4 | $807K | Buy |
5,383
+4,384
| +439% | +$657K | 0.53% | 30 |
|
|
2018
Q3 | $226K | Buy |
+999
| New | +$226K | 0.1% | 41 |
|
|
2018
Q1 | – | Sell |
-3,270
| Closed | -$553K | – | 42 |
|
|
2017
Q4 | $553K | Buy |
+3,270
| New | +$553K | 0.21% | 35 |
|
|
2015
Q2 | – | Sell |
-3,820
| Closed | -$475K | – | 41 |
|
|
2015
Q1 | $475K | Buy |
3,820
+1,765
| +86% | +$219K | 0.22% | 34 |
|
|
2014
Q4 | $227K | Sell |
2,055
-1,271
| -38% | -$140K | 0.11% | 39 |
|
|
2014
Q3 | $335K | Sell |
3,326
-34
| -1% | -$3.43K | 0.16% | 42 |
|
|
2014
Q2 | $312K | Buy |
3,360
+2,755
| +455% | +$256K | 0.14% | 42 |
|
|
2014
Q1 | $325K | Buy |
605
+195
| +48% | +$105K | 0.17% | 41 |
|
|
2013
Q4 | $230K | Buy |
+410
| New | +$230K | 0.12% | 41 |
|