Mustard Seed Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.13M | Buy |
10,388
+71
| +0.7% | +$14.6K | 1.54% | 16 |
|
2025
Q1 | $2.29M | Hold |
10,317
| – | – | 1.84% | 13 |
|
2024
Q4 | $2.58M | Hold |
10,317
| – | – | 2.1% | 13 |
|
2024
Q3 | $2.4M | Sell |
10,317
-74
| -0.7% | -$17.2K | 2% | 13 |
|
2024
Q2 | $2.19M | Sell |
10,391
-10
| -0.1% | -$2.11K | 2.09% | 13 |
|
2024
Q1 | $1.78M | Buy |
10,401
+402
| +4% | +$68.9K | 1.78% | 17 |
|
2023
Q4 | $1.93M | Buy |
+9,999
| New | +$1.93M | 2.17% | 10 |
|