Monte Financial Group’s Apple AAPL Stock Holding History

Monte Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.54M	Buy	12,373 +1,835	+17%	+$376K	0.99%	37
2025 Q1	$2.08M	Sell	10,538 -309	-3%	-$60.9K	0.91%	35
2024 Q4	$2.72M	Sell	10,847 -232	-2%	-$58.1K	1.16%	33
2024 Q3	$2.58M	Sell	11,079 -324	-3%	-$75.5K	1.07%	34
2024 Q2	$2.4M	Sell	11,403 -80	-0.7%	-$16.8K	1.06%	36
2024 Q1	$1.97M	Sell	11,483 -49	-0.4%	-$8.4K	0.86%	34
2023 Q4	$2.22M	Sell	11,532 -450	-4%	-$86.6K	1.04%	35
2023 Q3	$2.05M	Sell	11,982 -601	-5%	-$103K	1.04%	35
2023 Q2	$2.44M	Sell	12,583 -80	-0.6%	-$15.5K	1.19%	33
2023 Q1	$2.09M	Buy	12,663 +139	+1%	+$22.9K	1.1%	32
2022 Q4	$1.63M	Buy	12,524 +215	+2%	+$27.9K	0.84%	33
2022 Q3	$1.7M	Buy	12,309 +526	+4%	+$72.7K	1.04%	32
2022 Q2	$1.61M	Sell	11,783 -188	-2%	-$25.7K	0.94%	32
2022 Q1	$2.09M	Buy	11,971 +276	+2%	+$48.2K	1.11%	32
2021 Q4	$2.08M	Sell	11,695 -304	-3%	-$54K	1.09%	33
2021 Q3	$1.7M	Sell	11,999 -483	-4%	-$68.4K	0.97%	36
2021 Q2	$1.71M	Sell	12,482 -1,662	-12%	-$228K	0.98%	35
2021 Q1	$1.73M	Sell	14,144 -1,429	-9%	-$175K	1.06%	35
2020 Q4	$2.07M	Sell	15,573 -2,270	-13%	-$301K	1.41%	33
2020 Q3	$2.07M	Sell	17,843 -6,321	-26%	-$732K	1.56%	33
2020 Q2	$2.2M	Buy	24,164 +6,672	+38%	+$609K	1.74%	31
2020 Q1	$1.11M	Buy	17,492 +1,204	+7%	+$76.5K	1.08%	35
2019 Q4	$1.2M	Sell	16,288 -20	-0.1%	-$1.47K	0.88%	35
2019 Q3	$913K	Sell	16,308 -724	-4%	-$40.5K	0.74%	35
2019 Q2	$843K	Buy	17,032 +124	+0.7%	+$6.14K	0.71%	36
2019 Q1	$803K	Sell	16,908 -6,076	-26%	-$289K	0.7%	35
2018 Q4	$906K	Sell	22,984 -3,752	-14%	-$148K	0.96%	32
2018 Q3	$1.51M	Buy	26,736 +1,168	+5%	+$65.9K	1.41%	31
2018 Q2	$1.18M	Sell	25,568 -14,000	-35%	-$648K	1.2%	31
2018 Q1	$1.66M	Sell	39,568 -400	-1%	-$16.8K	1.73%	29
2017 Q4	$1.69M	Buy	+39,968	New	+$1.69M	1.72%	30