MFC
Morris Financial Concepts’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
7,733
-13
| -0.2% | -$2.67K | 0.63% | 28 |
|
|
2025
Q1 | $1.72M | Sell |
7,746
-42
| -0.5% | -$9.33K | 0.72% | 26 |
|
|
2024
Q4 | $1.95M | Buy |
7,788
+162
| +2% | +$40.6K | 0.84% | 18 |
|
|
2024
Q3 | $1.78M | Buy |
7,626
+684
| +10% | +$159K | 0.76% | 23 |
|
|
2024
Q2 | $1.46M | Buy |
6,942
+204
| +3% | +$43K | 0.7% | 26 |
|
|
2024
Q1 | $1.16M | Sell |
6,738
-8
| -0.1% | -$1.37K | 0.59% | 30 |
|
|
2023
Q4 | $1.3M | Buy |
6,746
+162
| +2% | +$31.2K | 0.74% | 28 |
|
|
2023
Q3 | $1.13M | Sell |
6,584
-62
| -0.9% | -$10.6K | 0.75% | 28 |
|
|
2023
Q2 | $1.29M | Sell |
6,646
-71
| -1% | -$13.8K | 0.83% | 25 |
|
|
2023
Q1 | $1.11M | Sell |
6,717
-29
| -0.4% | -$4.78K | 0.78% | 26 |
|
|
2022
Q4 | $876K | Sell |
6,746
-457
| -6% | -$59.4K | 0.71% | 29 |
|
|
2022
Q3 | $995K | Sell |
7,203
-200
| -3% | -$27.6K | 1.03% | 21 |
|
|
2022
Q2 | $1.01M | Sell |
7,403
-1
| -0% | -$137 | 0.96% | 21 |
|
|
2022
Q1 | $1.29M | Buy |
7,404
+112
| +2% | +$19.6K | 1.08% | 20 |
|
|
2021
Q4 | $1.3M | Buy |
+7,292
| New | +$1.3M | 1.08% | 20 |
|