MCIA
Mountain Capital Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Sell |
24,288
-8
| -0% | -$1.66K | 0.97% | 10 |
|
|
2025
Q1 | $5.06M | Buy |
24,296
+338
| +1% | +$70.4K | 1.09% | 11 |
|
|
2024
Q4 | $5.51M | Buy |
23,958
+219
| +0.9% | +$50.4K | 1.14% | 12 |
|
|
2024
Q3 | $5.32M | Buy |
23,739
+785
| +3% | +$176K | 1.17% | 11 |
|
|
2024
Q2 | $5.38M | Sell |
22,954
-16
| -0.1% | -$3.75K | 1.34% | 9 |
|
|
2024
Q1 | $3.9M | Buy |
22,970
+1,079
| +5% | +$183K | 1.09% | 9 |
|
|
2023
Q4 | $4.06M | Sell |
21,891
-1,058
| -5% | -$196K | 1.37% | 8 |
|
|
2023
Q3 | $4.28M | Buy |
22,949
+40
| +0.2% | +$7.46K | 1.6% | 8 |
|
|
2023
Q2 | $4.42M | Buy |
22,909
+624
| +3% | +$120K | 1.67% | 7 |
|
|
2023
Q1 | $3.69M | Sell |
22,285
-190
| -0.8% | -$31.5K | 1.63% | 10 |
|
|
2022
Q4 | $2.94M | Sell |
22,475
-1,415
| -6% | -$185K | 1.34% | 12 |
|
|
2022
Q3 | $3.44M | Sell |
23,890
-791
| -3% | -$114K | 1.8% | 11 |
|
|
2022
Q2 | $3.61M | Buy |
24,681
+97
| +0.4% | +$14.2K | 1.81% | 13 |
|
|
2022
Q1 | $4.08M | Buy |
24,584
+193
| +0.8% | +$32K | 1.92% | 10 |
|
|
2021
Q4 | $4.27M | Sell |
24,391
-1,601
| -6% | -$280K | 1.94% | 7 |
|
|
2021
Q3 | $3.71M | Sell |
25,992
-1,428
| -5% | -$204K | 1.97% | 10 |
|
|
2021
Q2 | $3.93M | Sell |
27,420
-2,773
| -9% | -$397K | 1.81% | 12 |
|
|
2021
Q1 | $4.06M | Buy |
30,193
+3,687
| +14% | +$496K | 2.04% | 6 |
|
|
2020
Q4 | $3.42M | Buy |
26,506
+539
| +2% | +$69.5K | 2.06% | 8 |
|
|
2020
Q3 | $3.23M | Buy |
25,967
+18,990
| +272% | +$2.36M | 2.09% | 10 |
|
|
2020
Q2 | $2.6M | Buy |
6,977
+160
| +2% | +$59.6K | 1.19% | 16 |
|
|
2020
Q1 | $1.83M | Buy |
6,817
+133
| +2% | +$35.6K | 0.94% | 15 |
|
|
2019
Q4 | $2.03M | Sell |
6,684
-1,800
| -21% | -$546K | 0.9% | 16 |
|
|
2019
Q3 | $1.9M | Sell |
8,484
-734
| -8% | -$164K | 1.68% | 12 |
|
|
2019
Q2 | $1.93M | Buy |
9,218
+350
| +4% | +$73.1K | 1.81% | 12 |
|
|
2019
Q1 | $1.68M | Buy |
8,868
+802
| +10% | +$152K | 1.81% | 11 |
|
|
2018
Q4 | $1.27M | Sell |
8,066
-1,054
| -12% | -$166K | 1.77% | 11 |
|
|
2018
Q3 | $2.06M | Buy |
9,120
+123
| +1% | +$27.8K | 1.99% | 11 |
|
|
2018
Q2 | $1.67M | Buy |
+8,997
| New | +$1.67M | 1.63% | 11 |
|
|
2018
Q1 | – | Sell |
-8,613
| Closed | -$1.46M | – | 33 |
|
|
2017
Q4 | $1.46M | Sell |
8,613
-237
| -3% | -$40.1K | 1.41% | 14 |
|
|
2017
Q3 | $1.36M | Buy |
8,850
+2,285
| +35% | +$352K | 1.21% | 12 |
|
|
2017
Q2 | $945K | Buy |
+6,565
| New | +$945K | 0.93% | 10 |
|