MWA
Moser Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
58,307
-730
| -1% | -$150K | 5.74% | 4 |
|
|
2025
Q1 | $13.1M | Sell |
59,037
-3,830
| -6% | -$851K | 6.87% | 3 |
|
|
2024
Q4 | $15.7M | Sell |
62,867
-2,455
| -4% | -$615K | 8.19% | 2 |
|
|
2024
Q3 | $15.2M | Sell |
65,322
-420
| -0.6% | -$97.9K | 7.89% | 2 |
|
|
2024
Q2 | $13.8M | Sell |
65,742
-2,895
| -4% | -$610K | 7.53% | 3 |
|
|
2024
Q1 | $11.8M | Sell |
68,637
-2,085
| -3% | -$358K | 6.56% | 3 |
|
|
2023
Q4 | $13.6M | Sell |
70,722
-1,290
| -2% | -$248K | 8.69% | 2 |
|
|
2023
Q3 | $12.3M | Sell |
72,012
-810
| -1% | -$139K | 8.65% | 1 |
|
|
2023
Q2 | $14.1M | Buy |
+72,822
| New | +$14.1M | 9.51% | 1 |
|
|
2022
Q4 | $10.2M | Sell |
78,292
-1,255
| -2% | -$163K | 7.67% | 1 |
|
|
2022
Q3 | $11M | Sell |
79,547
-2,914
| -4% | -$403K | 8.59% | 1 |
|
|
2022
Q2 | $11.3M | Sell |
82,461
-800
| -1% | -$109K | 8.39% | 1 |
|
|
2022
Q1 | $14.5M | Sell |
83,261
-5,055
| -6% | -$883K | 9.09% | 1 |
|
|
2021
Q4 | $15.7M | Sell |
88,316
-3,240
| -4% | -$575K | 9.48% | 1 |
|
|
2021
Q3 | $13M | Buy |
91,556
+485
| +0.5% | +$68.6K | 8.28% | 2 |
|
|
2021
Q2 | $12.5M | Sell |
91,071
-6,250
| -6% | -$856K | 8.03% | 1 |
|
|
2021
Q1 | $11.9M | Sell |
97,321
-675
| -0.7% | -$82.5K | 8.35% | 1 |
|
|
2020
Q4 | $13M | Sell |
97,996
-5,540
| -5% | -$735K | 9.59% | 1 |
|
|
2020
Q3 | $12M | Buy |
103,536
+75,977
| +276% | +$8.8M | 9.54% | 1 |
|
|
2020
Q2 | $10.1M | Sell |
27,559
-660
| -2% | -$241K | 9.59% | 2 |
|
|
2020
Q1 | $7.18M | Sell |
28,219
-996
| -3% | -$253K | 8.33% | 2 |
|
|
2019
Q4 | $8.58M | Buy |
+29,215
| New | +$8.58M | 8.24% | 1 |
|