MLL
Moody Lynn & Lieberson’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.9M | Sell |
257,976
-15,814
| -6% | -$3.24M | 3.05% | 9 |
|
|
2025
Q1 | $60.8M | Sell |
273,790
-31,474
| -10% | -$6.99M | 3.9% | 5 |
|
|
2024
Q4 | $76.4M | Sell |
305,264
-214
| -0.1% | -$53.6K | 4.68% | 4 |
|
|
2024
Q3 | $71.2M | Buy |
305,478
+186
| +0.1% | +$43.3K | 4.39% | 5 |
|
|
2024
Q2 | $64.3M | Buy |
305,292
+12,598
| +4% | +$2.65M | 4.21% | 6 |
|
|
2024
Q1 | $50.2M | Sell |
292,694
-4,808
| -2% | -$824K | 3.37% | 6 |
|
|
2023
Q4 | $57.3M | Buy |
297,502
+286
| +0.1% | +$55.1K | 4.36% | 3 |
|
|
2023
Q3 | $50.9M | Sell |
297,216
-14,915
| -5% | -$2.55M | 4.36% | 2 |
|
|
2023
Q2 | $60.5M | Buy |
312,131
+2,388
| +0.8% | +$463K | 4.89% | 2 |
|
|
2023
Q1 | $51.1M | Buy |
309,743
+4,570
| +1% | +$754K | 4.59% | 2 |
|
|
2022
Q4 | $39.7M | Sell |
305,173
-10,958
| -3% | -$1.42M | 3.63% | 2 |
|
|
2022
Q3 | $43.7M | Sell |
316,131
-1,022
| -0.3% | -$141K | 4.22% | 1 |
|
|
2022
Q2 | $43.4M | Sell |
317,153
-11,147
| -3% | -$1.52M | 3.9% | 3 |
|
|
2022
Q1 | $57.3M | Sell |
328,300
-33
| -0% | -$5.76K | 4.2% | 3 |
|
|
2021
Q4 | $58.3M | Buy |
328,333
+28,983
| +10% | +$5.15M | 3.91% | 4 |
|
|
2021
Q3 | $42.4M | Sell |
299,350
-2,570
| -0.9% | -$364K | 3.17% | 5 |
|
|
2021
Q2 | $41.4M | Buy |
301,920
+4,661
| +2% | +$638K | 3.12% | 5 |
|
|
2021
Q1 | $36.3M | Sell |
297,259
-2,343
| -0.8% | -$286K | 3.02% | 4 |
|
|
2020
Q4 | $39.8M | Buy |
299,602
+7,505
| +3% | +$996K | 3.41% | 2 |
|
|
2020
Q3 | $33.8M | Buy |
292,097
+214,223
| +275% | +$24.8M | 3.35% | 5 |
|
|
2020
Q2 | $28.4M | Buy |
77,874
+5,048
| +7% | +$1.84M | 3.09% | 7 |
|
|
2020
Q1 | $18.5K | Buy |
72,826
+14,392
| +25% | +$3.66K | 2.55% | 10 |
|
|
2019
Q4 | $17.2M | Buy |
58,434
+3,904
| +7% | +$1.15M | 1.66% | 16 |
|
|
2019
Q3 | $12.2M | Buy |
54,530
+1,356
| +3% | +$304K | 1.36% | 25 |
|
|
2019
Q2 | $10.5M | Buy |
53,174
+647
| +1% | +$128K | 1.16% | 33 |
|
|
2019
Q1 | $9.98M | Sell |
52,527
-32,651
| -38% | -$6.2M | 1.14% | 32 |
|
|
2018
Q4 | $13.4M | Sell |
85,178
-15,904
| -16% | -$2.51M | 1.81% | 15 |
|
|
2018
Q3 | $22.8M | Buy |
101,082
+11,299
| +13% | +$2.55M | 2.42% | 9 |
|
|
2018
Q2 | $16.6M | Buy |
89,783
+619
| +0.7% | +$115K | 1.96% | 13 |
|
|
2018
Q1 | $15M | Buy |
89,164
+3,796
| +4% | +$637K | 1.81% | 16 |
|
|
2017
Q4 | $14.3M | Sell |
85,368
-17,025
| -17% | -$2.84M | 1.52% | 24 |
|
|
2017
Q3 | $15.8M | Sell |
102,393
-34,963
| -25% | -$5.39M | 1.92% | 17 |
|
|
2017
Q2 | $19.8M | Buy |
137,356
+44,898
| +49% | +$6.47M | 2.6% | 4 |
|
|
2017
Q1 | $13.3M | Buy |
92,458
+23
| +0% | +$3.3K | 1.87% | 14 |
|
|
2016
Q4 | $10.7M | Buy |
92,435
+78,946
| +585% | +$9.14M | 1.54% | 24 |
|
|
2016
Q3 | $1.53M | Buy |
13,489
+203
| +2% | +$23K | 0.25% | 80 |
|
|
2016
Q2 | $1.27M | Sell |
13,286
-166,751
| -93% | -$15.9M | 0.23% | 68 |
|
|
2016
Q1 | $19.6M | Buy |
180,037
+122,161
| +211% | +$13.3M | 3.09% | 4 |
|
|
2015
Q4 | $6.09M | Sell |
57,876
-23,328
| -29% | -$2.46M | 0.96% | 39 |
|
|
2015
Q3 | $8.96M | Sell |
81,204
-70,108
| -46% | -$7.73M | 1.72% | 19 |
|
|
2015
Q2 | $19M | Sell |
151,312
-12,805
| -8% | -$1.61M | 3.02% | 3 |
|
|
2015
Q1 | $20.4M | Sell |
164,117
-9,574
| -6% | -$1.19M | 3.26% | 2 |
|
|
2014
Q4 | $19.2M | Buy |
173,691
+116,410
| +203% | +$12.8M | 2.73% | 3 |
|
|
2014
Q3 | $5.77M | Sell |
57,281
-19,394
| -25% | -$1.95M | 0.86% | 42 |
|
|
2014
Q2 | $7.13M | Buy |
76,675
+75,888
| +9,643% | +$7.05M | 0.98% | 41 |
|
|
2014
Q1 | $422K | Sell |
787
-35,127
| -98% | -$18.8M | 0.06% | 130 |
|
|
2013
Q4 | $20.1M | Buy |
35,914
+35,478
| +8,137% | +$19.9M | 2.74% | 1 |
|
|
2013
Q3 | $208K | Buy |
+436
| New | +$208K | 0.03% | 171 |
|