MorganRosel Wealth 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 | $2.89M | Sell |
14,088
-266
| -2% | -$54.6K | 0.79% | 27 |
|
|
2025
Q1 | $3.19M | Sell |
14,354
-202
| -1% | -$44.9K | 0.97% | 26 |
|
|
2024
Q4 | $3.65M | Buy |
14,556
+8,342
| +134% | +$2.09M | 1.2% | 21 |
|
|
2024
Q3 | $1.45M | Buy |
6,214
+5
| +0.1% | +$1.17K | 0.48% | 38 |
|
|
2024
Q2 | $1.31M | Buy |
6,209
+86
| +1% | +$18.1K | 0.46% | 38 |
|
|
2024
Q1 | $1.05M | Sell |
6,123
-4,156
| -40% | -$713K | 0.37% | 48 |
|
|
2023
Q4 | $1.98M | Sell |
10,279
-117
| -1% | -$22.5K | 0.77% | 27 |
|
|
2023
Q3 | $1.78M | Buy |
10,396
+3,511
| +51% | +$601K | 0.74% | 27 |
|
|
2023
Q2 | $1.34M | Buy |
6,885
+76
| +1% | +$14.7K | 0.54% | 28 |
|
|
2023
Q1 | $1.12M | Sell |
6,809
-53
| -0.8% | -$8.74K | 0.48% | 33 |
|
|
2022
Q4 | $892K | Buy |
6,862
+21
| +0.3% | +$2.73K | 0.41% | 50 |
|
|
2022
Q3 | $945K | Buy |
6,841
+366
| +6% | +$50.6K | 0.47% | 37 |
|
|
2022
Q2 | $885K | Buy |
6,475
+371
| +6% | +$50.7K | 0.47% | 39 |
|
|
2022
Q1 | $1.07M | Sell |
6,104
-290
| -5% | -$50.6K | 0.52% | 34 |
|
|
2021
Q4 | $1.14M | Buy |
6,394
+70
| +1% | +$12.4K | 0.55% | 30 |
|
|
2021
Q3 | $895K | Hold |
6,324
| – | – | 0.49% | 37 |
|
|
2021
Q2 | $866K | Sell |
6,324
-7,782
| -55% | -$1.07M | 0.49% | 40 |
|
|
2021
Q1 | $1.72M | Sell |
14,106
-435
| -3% | -$53.1K | 1.09% | 19 |
|
|
2020
Q4 | $1.93M | Buy |
14,541
+558
| +4% | +$74K | 1.36% | 17 |
|
|
2020
Q3 | $1.62M | Buy |
13,983
+15
| +0.1% | +$1.74K | 1.3% | 16 |
|
|
2020
Q2 | $1.27M | Buy |
13,968
+7,108
| +104% | +$648K | 1.18% | 15 |
|
|
2020
Q1 | $436K | Sell |
6,860
-1,332
| -16% | -$84.7K | 0.5% | 46 |
|
|
2019
Q4 | $601K | Sell |
8,192
-1,968
| -19% | -$144K | 0.46% | 49 |
|
|
2019
Q3 | $569K | Buy |
10,160
+772
| +8% | +$43.2K | 0.47% | 50 |
|
|
2019
Q2 | $465K | Hold |
9,388
| – | – | 0.38% | 53 |
|
|
2019
Q1 | $446K | Sell |
9,388
-13,772
| -59% | -$654K | 0.38% | 53 |
|
|
2018
Q4 | $913K | Buy |
+23,160
| New | +$913K | 0.94% | 20 |
|