MA
MONECO Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
117,286
+3,165
| +3% | +$649K | 2.24% | 6 |
|
|
2025
Q1 | $25.3M | Buy |
114,121
+2,522
| +2% | +$560K | 2.62% | 3 |
|
|
2024
Q4 | $27.9M | Buy |
111,599
+9,454
| +9% | +$2.37M | 2.95% | 2 |
|
|
2024
Q3 | $23.8M | Sell |
102,145
-13,984
| -12% | -$3.26M | 2.96% | 1 |
|
|
2024
Q2 | $24.5M | Buy |
116,129
+15,320
| +15% | +$3.23M | 3.59% | 1 |
|
|
2024
Q1 | $17.3M | Sell |
100,809
-1,896
| -2% | -$325K | 2.74% | 3 |
|
|
2023
Q4 | $19.8M | Buy |
102,705
+7,849
| +8% | +$1.51M | 3.77% | 1 |
|
|
2023
Q3 | $16.2M | Buy |
94,856
+2,671
| +3% | +$457K | 4.41% | 1 |
|
|
2023
Q2 | $17.9M | Sell |
92,185
-2,669
| -3% | -$518K | 4.87% | 1 |
|
|
2023
Q1 | $15.6M | Buy |
94,854
+3,848
| +4% | +$635K | 4.6% | 1 |
|
|
2022
Q4 | $11.8M | Sell |
91,006
-659
| -0.7% | -$85.6K | 4.27% | 1 |
|
|
2022
Q3 | $12.7M | Sell |
91,665
-587
| -0.6% | -$81.1K | 5.07% | 1 |
|
|
2022
Q2 | $12.6M | Buy |
92,252
+1,344
| +1% | +$184K | 4.9% | 1 |
|
|
2022
Q1 | $15.9M | Buy |
90,908
+730
| +0.8% | +$127K | 5.83% | 1 |
|
|
2021
Q4 | $15.6M | Buy |
90,178
+718
| +0.8% | +$124K | 5.86% | 1 |
|
|
2021
Q3 | $12.7M | Buy |
89,460
+6,911
| +8% | +$978K | 4.99% | 2 |
|
|
2021
Q2 | $11.3M | Sell |
82,549
-17
| -0% | -$2.33K | 5.2% | 2 |
|
|
2021
Q1 | $10.1M | Buy |
82,566
+4,022
| +5% | +$491K | 4.9% | 2 |
|
|
2020
Q4 | $10.3M | Buy |
78,544
+163
| +0.2% | +$21.3K | 5.67% | 2 |
|
|
2020
Q3 | $9.08M | Buy |
78,381
+58,099
| +286% | +$6.73M | 5.79% | 3 |
|
|
2020
Q2 | $7.4M | Buy |
20,282
+2,401
| +13% | +$876K | 5.79% | 3 |
|
|
2020
Q1 | $4.55M | Sell |
17,881
-1,532
| -8% | -$390K | 4.65% | 4 |
|
|
2019
Q4 | $6.19M | Sell |
19,413
-336
| -2% | -$107K | 4.4% | 3 |
|
|
2019
Q3 | $4.42M | Buy |
19,749
+92
| +0.5% | +$20.6K | 3.44% | 6 |
|
|
2019
Q2 | $3.89M | Sell |
19,657
-2,372
| -11% | -$469K | 3.13% | 8 |
|
|
2019
Q1 | $4.18M | Buy |
22,029
+1,988
| +10% | +$378K | 3.39% | 6 |
|
|
2018
Q4 | $3.16M | Buy |
+20,041
| New | +$3.16M | 3.68% | 8 |
|