MSWM
Mowery & Schoenfeld Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
15,008
-304
| -2% | -$62.4K | 4.68% | 4 |
|
|
2025
Q1 | $3.4M | Buy |
15,312
+1,511
| +11% | +$336K | 6.66% | 2 |
|
|
2024
Q4 | $3.46M | Buy |
13,801
+578
| +4% | +$145K | 6.72% | 3 |
|
|
2024
Q3 | $3.08M | Buy |
13,223
+547
| +4% | +$127K | 4.87% | 5 |
|
|
2024
Q2 | $2.67M | Buy |
12,676
+926
| +8% | +$195K | 3.83% | 6 |
|
|
2024
Q1 | $2.01M | Sell |
11,750
-190
| -2% | -$32.6K | 3.88% | 6 |
|
|
2023
Q4 | $2.3M | Buy |
+11,940
| New | +$2.3M | 4.64% | 6 |
|