MWA
Monograph Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
97,836
+2,177
| +2% | +$447K | 2.48% | 10 |
|
|
2025
Q1 | $21.2M | Sell |
95,659
-7,117
| -7% | -$1.58M | 2.89% | 8 |
|
|
2024
Q4 | $25.7M | Buy |
102,776
+5,296
| +5% | +$1.33M | 3.4% | 6 |
|
|
2024
Q3 | $22.7M | Sell |
97,480
-22,424
| -19% | -$5.22M | 2.96% | 7 |
|
|
2024
Q2 | $25.3M | Buy |
119,904
+786
| +0.7% | +$166K | 3.69% | 4 |
|
|
2024
Q1 | $20.4M | Sell |
119,118
-16,984
| -12% | -$2.91M | 3% | 5 |
|
|
2023
Q4 | $26.2M | Sell |
136,102
-1,238
| -0.9% | -$238K | 4.7% | 4 |
|
|
2023
Q3 | $23.5M | Buy |
137,340
+4,792
| +4% | +$820K | 4.65% | 5 |
|
|
2023
Q2 | $25.7M | Sell |
132,548
-39,969
| -23% | -$7.75M | 5.52% | 4 |
|
|
2023
Q1 | $28.4M | Buy |
172,517
+2,773
| +2% | +$457K | 6.68% | 3 |
|
|
2022
Q4 | $22.1M | Buy |
169,744
+5,623
| +3% | +$731K | 5.84% | 4 |
|
|
2022
Q3 | $22.7M | Sell |
164,121
-7,711
| -4% | -$1.07M | 7.44% | 3 |
|
|
2022
Q2 | $23.5M | Sell |
171,832
-4,377
| -2% | -$598K | 6.82% | 3 |
|
|
2022
Q1 | $30.8M | Buy |
176,209
+549
| +0.3% | +$95.9K | 7.77% | 3 |
|
|
2021
Q4 | $31.2M | Buy |
+175,660
| New | +$31.2M | 7.85% | 3 |
|