Mosley Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.6M | Buy |
15,040
+126
| +0.8% | +$30.2K | 2.23% | 11 |
|
|
2024
Q3 | $3.53M | Buy |
14,914
+1,126
| +8% | +$266K | 2.41% | 10 |
|
|
2024
Q2 | $2.9M | Sell |
13,788
-90
| -0.6% | -$19K | 2.47% | 9 |
|
|
2024
Q1 | $2.38M | Sell |
13,878
-610
| -4% | -$105K | 2.23% | 14 |
|
|
2023
Q4 | $2.79M | Buy |
+14,488
| New | +$2.79M | 2.75% | 8 |
|