MGWA
Monument Group Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
5,646
+671
| +13% | +$138K | 0.73% | 12 |
|
|
2025
Q1 | $1.11M | Buy |
4,975
+851
| +21% | +$189K | 0.77% | 10 |
|
|
2024
Q4 | $1.03M | Sell |
4,124
-2,012
| -33% | -$504K | 0.73% | 12 |
|
|
2024
Q3 | $1.43M | Sell |
6,136
-14
| -0.2% | -$3.26K | 0.86% | 10 |
|
|
2024
Q2 | $1.3M | Hold |
6,150
| – | – | 0.87% | 9 |
|
|
2024
Q1 | $1.05M | Sell |
6,150
-66
| -1% | -$11.3K | 0.78% | 12 |
|
|
2023
Q4 | $1.2M | Buy |
+6,216
| New | +$1.2M | 1.02% | 12 |
|