Morton Brown Family Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
9,103
-233
| -2% | -$47.8K | 0.57% | 20 |
|
|
2025
Q1 | $2.07M | Buy |
9,336
+340
| +4% | +$75.5K | 0.7% | 19 |
|
|
2024
Q4 | $2.25M | Buy |
8,996
+54
| +0.6% | +$13.5K | 0.79% | 18 |
|
|
2024
Q3 | $2.08M | Sell |
8,942
-7
| -0.1% | -$1.63K | 0.74% | 19 |
|
|
2024
Q2 | $2.01M | Buy |
8,949
+34
| +0.4% | +$7.62K | 0.79% | 18 |
|
|
2024
Q1 | $1.53M | Sell |
8,915
-2,860
| -24% | -$490K | 0.63% | 19 |
|
|
2023
Q4 | $2.27M | Buy |
11,775
+2,903
| +33% | +$559K | 0.99% | 19 |
|
|
2023
Q3 | $1.52M | Sell |
8,872
-51
| -0.6% | -$8.73K | 0.78% | 22 |
|
|
2023
Q2 | $1.73M | Sell |
8,923
-37
| -0.4% | -$7.18K | 0.92% | 21 |
|
|
2023
Q1 | $1.48M | Sell |
8,960
-118
| -1% | -$19.5K | 0.88% | 21 |
|
|
2022
Q4 | $1.18M | Hold |
9,078
| – | – | 0.8% | 21 |
|
|
2022
Q3 | $1.26M | Sell |
9,078
-194
| -2% | -$26.8K | 1% | 20 |
|
|
2022
Q2 | $1.27M | Sell |
9,272
-121
| -1% | -$16.5K | 0.98% | 19 |
|
|
2022
Q1 | $1.64M | Sell |
9,393
-60
| -0.6% | -$10.5K | 1.24% | 17 |
|
|
2021
Q4 | $1.68M | Buy |
+9,453
| New | +$1.68M | 1.29% | 15 |
|