Morling Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.56M | Sell |
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|
2025
Q1 | $10.4M | Buy |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $10M | Sell |
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|
2024
Q2 | $9.26M | Buy |
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|
2024
Q1 | $7.48M | Sell |
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|
2023
Q4 | $8.53M | Sell |
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|
2023
Q3 | $7.61M | Sell |
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|
2023
Q2 | $8.68M | Buy |
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|
2023
Q1 | $6.65M | Buy |
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|
2022
Q4 | $5.08M | Buy |
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|
2022
Q3 | $5.41M | Sell |
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|
2022
Q2 | $5.36M | Sell |
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|
2022
Q1 | $6.91M | Buy |
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|
2021
Q4 | $7.03M | Buy |
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