MPS Loria Financial Planners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.4M | Sell |
284,413
-19,513
| -6% | -$4M | 17.17% | 2 |
|
|
2025
Q1 | $67.5M | Buy |
303,926
+81
| +0% | +$18K | 20.02% | 2 |
|
|
2024
Q4 | $76.1M | Buy |
303,845
+300
| +0.1% | +$75.1K | 22.53% | 2 |
|
|
2024
Q3 | $70.7M | Buy |
303,545
+200
| +0.1% | +$46.6K | 21.08% | 2 |
|
|
2024
Q2 | $63.9M | Buy |
303,345
+326
| +0.1% | +$68.7K | 20.59% | 2 |
|
|
2024
Q1 | $52M | Sell |
303,019
-1,602
| -0.5% | -$275K | 17.45% | 2 |
|
|
2023
Q4 | $58.6M | Sell |
304,621
-1,041
| -0.3% | -$200K | 20.6% | 2 |
|
|
2023
Q3 | $52.3M | Sell |
305,662
-1,011
| -0.3% | -$173K | 20.49% | 2 |
|
|
2023
Q2 | $59.5M | Sell |
306,673
-2,805
| -0.9% | -$544K | 22.35% | 2 |
|
|
2023
Q1 | $51M | Buy |
309,478
+1,668
| +0.5% | +$275K | 20.63% | 2 |
|
|
2022
Q4 | $40M | Sell |
307,810
-2,839
| -0.9% | -$369K | 17.77% | 2 |
|
|
2022
Q3 | $42.9M | Buy |
310,649
+2,082
| +0.7% | +$288K | 16.66% | 2 |
|
|
2022
Q2 | $42.2M | Buy |
308,567
+626
| +0.2% | +$85.6K | 19.03% | 2 |
|
|
2022
Q1 | $53.8M | Sell |
307,941
-513
| -0.2% | -$89.6K | 22.57% | 2 |
|
|
2021
Q4 | $54.8M | Sell |
308,454
-6,016
| -2% | -$1.07M | 22.33% | 2 |
|
|
2021
Q3 | $44.5M | Sell |
314,470
-1,069
| -0.3% | -$151K | 20.38% | 2 |
|
|
2021
Q2 | $43.2M | Buy |
315,539
+359
| +0.1% | +$49.2K | 19.92% | 2 |
|
|
2021
Q1 | $38.5M | Sell |
315,180
-738
| -0.2% | -$90.1K | 17.93% | 2 |
|
|
2020
Q4 | $40.9M | Sell |
315,918
-9,692
| -3% | -$1.25M | 18.36% | 2 |
|
|
2020
Q3 | $37.7M | Buy |
325,610
+146
| +0% | +$16.9K | 19.5% | 2 |
|
|
2020
Q2 | $29.7M | Buy |
325,464
+35,396
| +12% | +$3.23M | 15.89% | 2 |
|
|
2020
Q1 | $18.4M | Sell |
290,068
-684
| -0.2% | -$43.5K | 14.17% | 2 |
|
|
2019
Q4 | $21.3M | Buy |
290,752
+564
| +0.2% | +$41.4K | 12.59% | 2 |
|
|
2019
Q3 | $16.2M | Sell |
290,188
-4,124
| -1% | -$231K | 10.56% | 4 |
|
|
2019
Q2 | $14.6M | Buy |
294,312
+1,240
| +0.4% | +$61.4K | 9.31% | 4 |
|
|
2019
Q1 | $13.9M | Sell |
293,072
-364
| -0.1% | -$17.3K | 9.23% | 4 |
|
|
2018
Q4 | $11.6M | Buy |
293,436
+1,044
| +0.4% | +$41.2K | 8.3% | 4 |
|
|
2018
Q3 | $16.5M | Sell |
292,392
-1,488
| -0.5% | -$84K | 10.32% | 3 |
|
|
2018
Q2 | $13.6M | Buy |
293,880
+140
| +0% | +$6.48K | 13.7% | 2 |
|
|
2018
Q1 | $12.3M | Buy |
293,740
+476
| +0.2% | +$20K | 8.68% | 3 |
|
|
2017
Q4 | $12.4M | Sell |
293,264
-6,148
| -2% | -$260K | 8.48% | 3 |
|
|
2017
Q3 | $11.5M | Buy |
299,412
+1,132
| +0.4% | +$43.6K | 8.25% | 4 |
|
|
2017
Q2 | $12.1M | Buy |
+298,280
| New | +$12.1M | 8.07% | 3 |
|