MFA
Morling Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.56M | Sell |
41,718
-5,211
| -11% | -$1.07M | 2.8% | 11 |
|
|
2025
Q1 | $10.4M | Buy |
46,929
+4,646
| +11% | +$1.03M | 3.59% | 10 |
|
|
2024
Q4 | $10.6M | Sell |
42,283
-822
| -2% | -$206K | 3.69% | 10 |
|
|
2024
Q3 | $10M | Sell |
43,105
-845
| -2% | -$197K | 3.83% | 9 |
|
|
2024
Q2 | $9.26M | Buy |
43,950
+356
| +0.8% | +$75K | 4.03% | 9 |
|
|
2024
Q1 | $7.48M | Sell |
43,594
-721
| -2% | -$124K | 4.28% | 7 |
|
|
2023
Q4 | $8.53M | Sell |
44,315
-143
| -0.3% | -$27.5K | 6.88% | 5 |
|
|
2023
Q3 | $7.61M | Sell |
44,458
-286
| -0.6% | -$49K | 7.54% | 4 |
|
|
2023
Q2 | $8.68M | Buy |
44,744
+4,400
| +11% | +$853K | 8.34% | 2 |
|
|
2023
Q1 | $6.65M | Buy |
40,344
+1,224
| +3% | +$202K | 7.17% | 3 |
|
|
2022
Q4 | $5.08M | Buy |
39,120
+2
| +0% | +$260 | 6.48% | 4 |
|
|
2022
Q3 | $5.41M | Sell |
39,118
-90
| -0.2% | -$12.4K | 7.36% | 5 |
|
|
2022
Q2 | $5.36M | Sell |
39,208
-387
| -1% | -$52.9K | 7% | 4 |
|
|
2022
Q1 | $6.91M | Buy |
39,595
+20
| +0.1% | +$3.49K | 8.74% | 4 |
|
|
2021
Q4 | $7.03M | Buy |
+39,575
| New | +$7.03M | 6.72% | 5 |
|