MWA
Muirfield Wealth Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.9M | Buy |
14,143
+86
| +0.6% | +$17.6K | 2.31% | 15 |
|
2025
Q1 | $3.12M | Buy |
14,057
+55
| +0.4% | +$12.2K | 2.65% | 13 |
|
2024
Q4 | $3.51M | Buy |
14,002
+4,922
| +54% | +$1.23M | 2.89% | 11 |
|
2024
Q3 | $2.12M | Buy |
9,080
+800
| +10% | +$186K | 1.8% | 15 |
|
2024
Q2 | $1.74M | Sell |
8,280
-1,910
| -19% | -$402K | 1.64% | 17 |
|
2024
Q1 | $1.75M | Buy |
10,190
+22
| +0.2% | +$3.77K | 1.68% | 15 |
|
2023
Q4 | $1.96M | Buy |
+10,168
| New | +$1.96M | 2.07% | 14 |
|