Mosaic Family Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
70,166
-1,844
| -3% | -$378K | 1.83% | 13 |
|
|
2025
Q1 | $16M | Buy |
72,010
+518
| +0.7% | +$115K | 2.27% | 11 |
|
|
2024
Q4 | $17.9M | Buy |
71,492
+3,634
| +5% | +$910K | 2.58% | 9 |
|
|
2024
Q3 | $15.8M | Sell |
67,858
-3,233
| -5% | -$753K | 2.35% | 11 |
|
|
2024
Q2 | $15M | Sell |
71,091
-6,503
| -8% | -$1.37M | 2.41% | 9 |
|
|
2024
Q1 | $13.3M | Sell |
77,594
-22,093
| -22% | -$3.79M | 2.19% | 13 |
|
|
2023
Q4 | $19.2M | Buy |
99,687
+20,999
| +27% | +$4.04M | 3.31% | 9 |
|
|
2023
Q3 | $13.5M | Sell |
78,688
-833
| -1% | -$143K | 2.7% | 9 |
|
|
2023
Q2 | $15.4M | Sell |
79,521
-248
| -0.3% | -$48.1K | 3.03% | 8 |
|
|
2023
Q1 | $13.2M | Sell |
79,769
-288
| -0.4% | -$47.5K | 2.75% | 10 |
|
|
2022
Q4 | $10.4M | Buy |
+80,057
| New | +$10.4M | 2.93% | 7 |
|