Mosaic Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Buy |
19,636
+478
| +2% | +$98.1K | 3.08% | 5 |
|
|
2025
Q1 | $4.26M | Sell |
19,158
-1,243
| -6% | -$276K | 3.46% | 5 |
|
|
2024
Q4 | $5.11M | Sell |
20,401
-1,048
| -5% | -$262K | 3.66% | 6 |
|
|
2024
Q3 | $5M | Sell |
21,449
-2,281
| -10% | -$532K | 3.55% | 6 |
|
|
2024
Q2 | $5M | Buy |
23,730
+1,373
| +6% | +$289K | 3.59% | 6 |
|
|
2024
Q1 | $3.83M | Buy |
+22,357
| New | +$3.83M | 3.07% | 5 |
|