MAM
Morse Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Sell |
22,852
-17,313
| -43% | -$3.55M | 1.03% | 30 |
|
|
2025
Q1 | $8.92M | Buy |
40,165
+555
| +1% | +$123K | 2.25% | 9 |
|
|
2024
Q4 | $9.92M | Buy |
39,610
+667
| +2% | +$167K | 2.27% | 9 |
|
|
2024
Q3 | $9.07M | Buy |
38,943
+1,795
| +5% | +$418K | 1.96% | 12 |
|
|
2024
Q2 | $7.82M | Buy |
37,148
+5,333
| +17% | +$1.12M | 1.9% | 13 |
|
|
2024
Q1 | $5.46M | Sell |
31,815
-22,191
| -41% | -$3.81M | 1.39% | 22 |
|
|
2023
Q4 | $10.4M | Sell |
54,006
-6,203
| -10% | -$1.19M | 3.06% | 5 |
|
|
2023
Q3 | $10.3M | Sell |
60,209
-1,583
| -3% | -$271K | 3.26% | 4 |
|
|
2023
Q2 | $12M | Sell |
61,792
-2,871
| -4% | -$557K | 3.65% | 2 |
|
|
2023
Q1 | $10.7M | Sell |
64,663
-1,806
| -3% | -$298K | 3.6% | 2 |
|
|
2022
Q4 | $8.64M | Sell |
66,469
-1,640
| -2% | -$213K | 3.14% | 4 |
|
|
2022
Q3 | $9.41M | Sell |
68,109
-1,077
| -2% | -$149K | 3.55% | 5 |
|
|
2022
Q2 | $9.46M | Sell |
69,186
-2,245
| -3% | -$307K | 3.04% | 5 |
|
|
2022
Q1 | $12.5M | Sell |
71,431
-3,165
| -4% | -$553K | 3.1% | 4 |
|
|
2021
Q4 | $13.2M | Sell |
74,596
-88
| -0.1% | -$15.6K | 2.96% | 4 |
|
|
2021
Q3 | $10.6M | Buy |
74,684
+744
| +1% | +$105K | 2.52% | 7 |
|
|
2021
Q2 | $10.1M | Sell |
73,940
-3,892
| -5% | -$533K | 2.45% | 8 |
|
|
2021
Q1 | $9.51M | Sell |
77,832
-5,197
| -6% | -$635K | 2.44% | 8 |
|
|
2020
Q4 | $11M | Sell |
83,029
-7,185
| -8% | -$953K | 3.05% | 6 |
|
|
2020
Q3 | $10.4M | Buy |
90,214
+67,522
| +298% | +$7.82M | 3.35% | 6 |
|
|
2020
Q2 | $8.28M | Buy |
22,692
+2,172
| +11% | +$792K | 2.95% | 7 |
|
|
2020
Q1 | $5.22M | Buy |
20,520
+2,583
| +14% | +$657K | 2.49% | 11 |
|
|
2019
Q4 | $5.27M | Buy |
17,937
+1,123
| +7% | +$330K | 1.81% | 15 |
|
|
2019
Q3 | $3.77M | Sell |
16,814
-3,250
| -16% | -$728K | 1.41% | 22 |
|
|
2019
Q2 | $3.97M | Sell |
20,064
-12,584
| -39% | -$2.49M | 1.17% | 25 |
|
|
2019
Q1 | $6.2M | Buy |
32,648
+3,900
| +14% | +$741K | 1.86% | 15 |
|
|
2018
Q4 | $4.54M | Sell |
28,748
-1,715
| -6% | -$271K | 1.61% | 20 |
|
|
2018
Q3 | $6.88M | Buy |
30,463
+2,190
| +8% | +$494K | 1.81% | 15 |
|
|
2018
Q2 | $5.23M | Sell |
28,273
-1,105
| -4% | -$205K | 1.43% | 18 |
|
|
2018
Q1 | $4.93M | Buy |
29,378
+1,035
| +4% | +$174K | 1.37% | 22 |
|
|
2017
Q4 | $4.8M | Buy |
28,343
+7,945
| +39% | +$1.34M | 1.33% | 24 |
|
|
2017
Q3 | $3.14M | Buy |
20,398
+3,200
| +19% | +$493K | 0.94% | 36 |
|
|
2017
Q2 | $2.48M | Sell |
17,198
-50
| -0.3% | -$7.2K | 0.81% | 42 |
|
|
2017
Q1 | $2.48M | Buy |
+17,248
| New | +$2.48M | 0.85% | 41 |
|