Mountain Capital Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Sell |
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|
2025
Q1 | $5.06M | Buy |
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|
2024
Q4 | $5.51M | Buy |
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|
2024
Q3 | $5.32M | Buy |
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|
2024
Q2 | $5.38M | Sell |
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|
2024
Q1 | $3.9M | Buy |
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|
2023
Q4 | $4.06M | Sell |
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|
2023
Q3 | $4.28M | Buy |
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|
2023
Q2 | $4.42M | Buy |
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|
2023
Q1 | $3.69M | Sell |
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|
2022
Q4 | $2.94M | Sell |
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|
2022
Q3 | $3.44M | Sell |
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|
2022
Q2 | $3.61M | Buy |
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|
2022
Q1 | $4.08M | Buy |
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|
2021
Q4 | $4.27M | Sell |
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|
2021
Q3 | $3.71M | Sell |
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|
2021
Q2 | $3.93M | Sell |
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|
2021
Q1 | $4.06M | Buy |
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|
2020
Q4 | $3.42M | Buy |
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|
2020
Q3 | $3.23M | Sell |
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|
2020
Q2 | $2.6M | Buy |
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|
2020
Q1 | $1.83M | Buy |
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|
2019
Q4 | $2.03M | Sell |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $1.93M | Buy |
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|
2019
Q1 | $1.68M | Buy |
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|
2018
Q4 | $1.27M | Sell |
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|
2018
Q3 | $2.06M | Buy |
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|
2018
Q2 | $1.67M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.46M | Sell |
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|
2017
Q3 | $1.36M | Buy |
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|
2017
Q2 | $945K | Buy |
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