MWM
Moran Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.57M | Buy |
36,882
+2,669
| +8% | +$548K | 0.23% | 131 |
|
|
2025
Q1 | $7.6M | Buy |
34,213
+376
| +1% | +$83.5K | 0.26% | 121 |
|
|
2024
Q4 | $8.47M | Buy |
33,837
+1,104
| +3% | +$276K | 0.27% | 111 |
|
|
2024
Q3 | $7.63M | Sell |
32,733
-21
| -0.1% | -$4.89K | 0.23% | 129 |
|
|
2024
Q2 | $6.9M | Buy |
32,754
+1,704
| +5% | +$359K | 0.23% | 141 |
|
|
2024
Q1 | $5.32M | Buy |
31,050
+1,988
| +7% | +$341K | 0.17% | 165 |
|
|
2023
Q4 | $5.6M | Buy |
29,062
+1,629
| +6% | +$314K | 0.2% | 150 |
|
|
2023
Q3 | $4.7M | Sell |
27,433
-68,899
| -72% | -$11.8M | 0.18% | 154 |
|
|
2023
Q2 | $18.7M | Buy |
96,332
+10
| +0% | +$1.94K | 0.7% | 44 |
|
|
2023
Q1 | $15.9M | Buy |
96,322
+46,951
| +95% | +$7.74M | 0.6% | 62 |
|
|
2022
Q4 | $6.41M | Buy |
+49,371
| New | +$6.41M | 0.24% | 123 |
|