MCM
MontVue Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
2,882
+11
| +0.4% | +$2.26K | 0.42% | 33 |
|
|
2025
Q1 | $638K | Sell |
2,871
-605
| -17% | -$134K | 0.51% | 32 |
|
|
2024
Q4 | $870K | Hold |
3,476
| – | – | 0.66% | 27 |
|
|
2024
Q3 | $810K | Sell |
3,476
-24
| -0.7% | -$5.59K | 0.62% | 28 |
|
|
2024
Q2 | $737K | Buy |
3,500
+2,112
| +152% | +$445K | 0.59% | 29 |
|
|
2024
Q1 | $238K | Sell |
1,388
-318
| -19% | -$54.5K | 0.21% | 44 |
|
|
2023
Q4 | $328K | Buy |
+1,706
| New | +$328K | 0.32% | 39 |
|