Monumental Financial Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.09M Sell
2024
Q2
$1.1M Sell
2024
Q1
$1.06M Buy
2023
Q4
$1.16M Sell
2023
Q3
$1.05M Buy
2023
Q2
$1.09M Buy
2021
Q3
Sell
2021
Q2
$46K Sell
2021
Q1
$808K Buy