MSH Capital Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.61M | Sell |
37,112
-703
| -2% | -$144K | 2.19% | 7 |
|
|
2025
Q1 | $8.4M | Sell |
37,815
-5,235
| -12% | -$1.16M | 2.6% | 2 |
|
|
2024
Q4 | $10.8M | Sell |
43,050
-935
| -2% | -$234K | 3.39% | 1 |
|
|
2024
Q3 | $10.2M | Sell |
43,985
-187
| -0.4% | -$43.6K | 3.13% | 1 |
|
|
2024
Q2 | $9.3M | Buy |
44,172
+4,088
| +10% | +$861K | 3.11% | 1 |
|
|
2024
Q1 | $6.87M | Sell |
40,084
-1,042
| -3% | -$179K | 2.41% | 5 |
|
|
2023
Q4 | $7.92M | Buy |
41,126
+287
| +0.7% | +$55.3K | 2.96% | 2 |
|
|
2023
Q3 | $6.99M | Buy |
40,839
+259
| +0.6% | +$44.3K | 2.74% | 3 |
|
|
2023
Q2 | $7.87M | Buy |
40,580
+4,488
| +12% | +$871K | 2.88% | 2 |
|
|
2023
Q1 | $5.95M | Sell |
36,092
-6,281
| -15% | -$1.04M | 2.54% | 4 |
|
|
2022
Q4 | $5.51M | Sell |
42,373
-9,345
| -18% | -$1.21M | 2.49% | 4 |
|
|
2022
Q3 | $7.15M | Sell |
51,718
-1,169
| -2% | -$162K | 3.52% | 1 |
|
|
2022
Q2 | $7.23M | Buy |
52,887
+1,561
| +3% | +$213K | 3.36% | 1 |
|
|
2022
Q1 | $8.96M | Buy |
51,326
+5,975
| +13% | +$1.04M | 3.7% | 1 |
|
|
2021
Q4 | $8.05M | Buy |
+45,351
| New | +$8.05M | 3.61% | 1 |
|