MYIA
Mount Yale Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143M | Buy |
697,826
+14,955
| +2% | +$3.07M | 11.17% | 1 |
|
|
2025
Q1 | $152M | Sell |
682,871
-8,775
| -1% | -$1.95M | 13% | 1 |
|
|
2024
Q4 | $173M | Sell |
691,646
-123,468
| -15% | -$30.9M | 13.99% | 1 |
|
|
2024
Q3 | $190M | Sell |
815,114
-120,785
| -13% | -$28.1M | 18.23% | 1 |
|
|
2024
Q2 | $197M | Sell |
935,899
-141,196
| -13% | -$29.7M | 15.61% | 1 |
|
|
2024
Q1 | $184M | Buy |
1,077,095
+60,155
| +6% | +$10.3M | 14.15% | 1 |
|
|
2023
Q4 | $196M | Buy |
1,016,940
+36,702
| +4% | +$7.07M | 18.61% | 1 |
|
|
2023
Q3 | $168M | Buy |
980,238
+78,880
| +9% | +$13.5M | 18.25% | 1 |
|
|
2023
Q2 | $175M | Sell |
901,358
-43,901
| -5% | -$8.52M | 18.52% | 1 |
|
|
2023
Q1 | $156M | Buy |
945,259
+31,480
| +3% | +$5.19M | 17.5% | 1 |
|
|
2022
Q4 | $119M | Buy |
913,779
+39,223
| +4% | +$5.1M | 13.47% | 1 |
|
|
2022
Q3 | $121M | Sell |
874,556
-2,269
| -0.3% | -$314K | 16.05% | 1 |
|
|
2022
Q2 | $120M | Sell |
876,825
-12,102
| -1% | -$1.65M | 15.11% | 1 |
|
|
2022
Q1 | $155M | Sell |
888,927
-5,871
| -0.7% | -$1.03M | 16.87% | 1 |
|
|
2021
Q4 | $159M | Sell |
894,798
-47,530
| -5% | -$8.44M | 16.52% | 1 |
|
|
2021
Q3 | $133M | Sell |
942,328
-44,331
| -4% | -$6.27M | 15.34% | 1 |
|
|
2021
Q2 | $135M | Sell |
986,659
-15,667
| -2% | -$2.15M | 16.35% | 1 |
|
|
2021
Q1 | $122M | Buy |
1,002,326
+221,414
| +28% | +$27M | 15.98% | 1 |
|
|
2020
Q4 | $104M | Sell |
780,912
-24,429
| -3% | -$3.24M | 14.54% | 1 |
|
|
2020
Q3 | $93.3M | Buy |
805,341
+598,397
| +289% | +$69.3M | 13.29% | 1 |
|
|
2020
Q2 | $75.5M | Buy |
206,944
+8,251
| +4% | +$3.01M | 13.52% | 1 |
|
|
2020
Q1 | $50.5M | Sell |
198,693
-2,404
| -1% | -$611K | 11.39% | 1 |
|
|
2019
Q4 | $62.2M | Sell |
201,097
-19,113
| -9% | -$5.92M | 10.81% | 1 |
|
|
2019
Q3 | $57.7M | Sell |
220,210
-78,569
| -26% | -$20.6M | 10.32% | 1 |
|
|
2019
Q2 | $59.5M | Sell |
298,779
-4,780
| -2% | -$951K | 10.98% | 1 |
|
|
2019
Q1 | $57.7M | Buy |
303,559
+36,893
| +14% | +$7.01M | 10.8% | 1 |
|
|
2018
Q4 | $45.2M | Sell |
266,666
-58,261
| -18% | -$9.87M | 9.18% | 1 |
|
|
2018
Q3 | $68.2M | Buy |
324,927
+150,180
| +86% | +$31.5M | 11.91% | 1 |
|
|
2018
Q2 | $32.3M | Buy |
174,747
+105,598
| +153% | +$19.5M | 6.12% | 1 |
|
|
2018
Q1 | $11.6M | Buy |
+69,149
| New | +$11.6M | 2.49% | 1 |
|