MPS Loria Financial Planners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $71.9M | Sell |
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|
2025
Q2 | $58.4M | Sell |
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|
2025
Q1 | $67.5M | Buy |
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|
2024
Q4 | $76.1M | Buy |
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|
2024
Q3 | $70.7M | Buy |
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|
2024
Q2 | $63.9M | Buy |
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|
2024
Q1 | $52M | Sell |
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|
2023
Q4 | $58.6M | Sell |
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|
2023
Q3 | $52.3M | Sell |
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|
2023
Q2 | $59.5M | Sell |
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|
2023
Q1 | $51M | Buy |
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|
2022
Q4 | $40M | Sell |
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|
2022
Q3 | $42.9M | Buy |
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|
2022
Q2 | $42.2M | Buy |
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|
2022
Q1 | $53.8M | Sell |
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|
2021
Q4 | $54.8M | Sell |
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|
2021
Q3 | $44.5M | Sell |
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|
2021
Q2 | $43.2M | Buy |
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|
2021
Q1 | $38.5M | Sell |
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|
2020
Q4 | $40.9M | Sell |
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|
2020
Q3 | $37.7M | Buy |
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|
2020
Q2 | $29.7M | Buy |
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|
2020
Q1 | $18.4M | Sell |
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|
2019
Q4 | $21.3M | Buy |
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|
2019
Q3 | $16.2M | Sell |
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|
2019
Q2 | $14.6M | Buy |
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|
2019
Q1 | $13.9M | Sell |
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|
2018
Q4 | $11.6M | Buy |
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|
2018
Q3 | $16.5M | Sell |
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|
2018
Q2 | $13.6M | Buy |
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|
2018
Q1 | $12.3M | Buy |
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|
2017
Q4 | $12.4M | Sell |
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|
2017
Q3 | $11.5M | Buy |
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|
2017
Q2 | $12.1M | Buy |
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