Monument Capital 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 | $6.81M | Sell |
33,195
-483
| -1% | -$99.1K | 1.77% | 6 |
|
|
2025
Q1 | $7.48M | Sell |
33,678
-715
| -2% | -$159K | 2.3% | 3 |
|
|
2024
Q4 | $8.61M | Buy |
34,393
+3,437
| +11% | +$861K | 2.38% | 5 |
|
|
2024
Q3 | $7.21M | Sell |
30,956
-744
| -2% | -$173K | 1.99% | 5 |
|
|
2024
Q2 | $6.68M | Sell |
31,700
-1,081
| -3% | -$228K | 1.96% | 6 |
|
|
2024
Q1 | $5.62M | Sell |
32,781
-2,322
| -7% | -$398K | 1.62% | 8 |
|
|
2023
Q4 | $6.76M | Buy |
35,103
+601
| +2% | +$116K | 2.18% | 8 |
|
|
2023
Q3 | $5.91M | Buy |
34,502
+609
| +2% | +$104K | 1.98% | 9 |
|
|
2023
Q2 | $6.57M | Buy |
33,893
+1,351
| +4% | +$262K | 2.1% | 8 |
|
|
2023
Q1 | $5.37M | Buy |
32,542
+8,317
| +34% | +$1.37M | 1.8% | 9 |
|
|
2022
Q4 | $3.15M | Sell |
24,225
-8,339
| -26% | -$1.08M | 1.08% | 24 |
|
|
2022
Q3 | $4.5M | Buy |
32,564
+8,626
| +36% | +$1.19M | 1.69% | 11 |
|
|
2022
Q2 | $3.27M | Buy |
23,938
+1,659
| +7% | +$227K | 1.23% | 13 |
|
|
2022
Q1 | $3.89M | Sell |
22,279
-329
| -1% | -$57.4K | 1.26% | 11 |
|
|
2021
Q4 | $4.02M | Buy |
22,608
+184
| +0.8% | +$32.7K | 1.25% | 14 |
|
|
2021
Q3 | $3.17M | Sell |
22,424
-1,664
| -7% | -$235K | 1.08% | 21 |
|
|
2021
Q2 | $3.3M | Buy |
24,088
+1,897
| +9% | +$260K | 1.14% | 19 |
|
|
2021
Q1 | $2.71M | Buy |
22,191
+2,240
| +11% | +$274K | 1.09% | 26 |
|
|
2020
Q4 | $2.65M | Sell |
19,951
-83
| -0.4% | -$11K | 1.22% | 28 |
|
|
2020
Q3 | $2.32M | Buy |
20,034
+2,922
| +17% | +$338K | 1.22% | 31 |
|
|
2020
Q2 | $1.56M | Buy |
17,112
+2,380
| +16% | +$217K | 0.92% | 58 |
|
|
2020
Q1 | $937K | Buy |
14,732
+376
| +3% | +$23.9K | 0.67% | 56 |
|
|
2019
Q4 | $1.05M | Sell |
14,356
-620
| -4% | -$45.5K | 0.54% | 72 |
|
|
2019
Q3 | $839K | Buy |
14,976
+5,224
| +54% | +$293K | 0.46% | 74 |
|
|
2019
Q2 | $491K | Buy |
9,752
+212
| +2% | +$10.7K | 0.26% | 77 |
|
|
2019
Q1 | $453K | Sell |
9,540
-1,864
| -16% | -$88.5K | 0.26% | 78 |
|
|
2018
Q4 | $450K | Buy |
11,404
+1,968
| +21% | +$77.7K | 0.28% | 78 |
|
|
2018
Q3 | $532K | Buy |
9,436
+56
| +0.6% | +$3.16K | 0.3% | 68 |
|
|
2018
Q2 | $434K | Sell |
9,380
-112
| -1% | -$5.18K | 0.3% | 66 |
|
|
2018
Q1 | $395K | Buy |
9,492
+712
| +8% | +$29.6K | 0.27% | 61 |
|
|
2017
Q4 | $371K | Buy |
+8,780
| New | +$371K | 0.26% | 60 |
|