Montz Harcus Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Sell |
35,272
-81
| -0.2% | -$16.6K | 3.49% | 10 |
|
|
2025
Q1 | $7.85M | Buy |
35,353
+1,432
| +4% | +$318K | 4.29% | 9 |
|
|
2024
Q4 | $8.49M | Sell |
33,921
-148
| -0.4% | -$37.1K | 4.75% | 5 |
|
|
2024
Q3 | $7.94M | Sell |
34,069
-593
| -2% | -$138K | 4.64% | 7 |
|
|
2024
Q2 | $7.3M | Sell |
34,662
-19
| -0.1% | -$4K | 4.73% | 6 |
|
|
2024
Q1 | $5.95M | Sell |
34,681
-1,168
| -3% | -$200K | 4.02% | 9 |
|
|
2023
Q4 | $6.9M | Buy |
35,849
+2,113
| +6% | +$407K | 5.27% | 6 |
|
|
2023
Q3 | $5.78M | Buy |
33,736
+131
| +0.4% | +$22.4K | 4.93% | 7 |
|
|
2023
Q2 | $6.52M | Buy |
33,605
+714
| +2% | +$138K | 5.39% | 5 |
|
|
2023
Q1 | $5.42M | Sell |
32,891
-986
| -3% | -$163K | 5.01% | 7 |
|
|
2022
Q4 | $4.4M | Buy |
33,877
+2,107
| +7% | +$274K | 4.36% | 8 |
|
|
2022
Q3 | $4.39M | Buy |
31,770
+548
| +2% | +$75.7K | 4.84% | 6 |
|
|
2022
Q2 | $4.27M | Buy |
31,222
+41
| +0.1% | +$5.61K | 4.5% | 8 |
|
|
2022
Q1 | $5.44M | Sell |
31,181
-260
| -0.8% | -$45.4K | 4.89% | 6 |
|
|
2021
Q4 | $5.58M | Buy |
+31,441
| New | +$5.58M | 4.89% | 7 |
|