MA
Mutual Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130M | Sell |
609,926
-18,997
| -3% | -$4.06M | 3.26% | 3 |
|
|
2025
Q1 | $132M | Sell |
628,923
-28,609
| -4% | -$5.99M | 3.77% | 3 |
|
|
2024
Q4 | $150M | Sell |
657,532
-18,426
| -3% | -$4.21M | 4.34% | 3 |
|
|
2024
Q3 | $156M | Sell |
675,958
-3,219
| -0.5% | -$742K | 4.56% | 3 |
|
|
2024
Q2 | $148M | Buy |
679,177
+4,851
| +0.7% | +$1.06M | 4.47% | 3 |
|
|
2024
Q1 | $116M | Buy |
674,326
+44,374
| +7% | +$7.61M | 3.71% | 3 |
|
|
2023
Q4 | $121M | Sell |
629,952
-2,749
| -0.4% | -$529K | 4.22% | 3 |
|
|
2023
Q3 | $108M | Buy |
632,701
+10,949
| +2% | +$1.87M | 4.22% | 3 |
|
|
2023
Q2 | $121M | Buy |
621,752
+14,465
| +2% | +$2.81M | 4.58% | 2 |
|
|
2023
Q1 | $100M | Buy |
607,287
+8,208
| +1% | +$1.35M | 4.11% | 2 |
|
|
2022
Q4 | $77.8M | Buy |
599,079
+31,171
| +5% | +$4.05M | 3.48% | 2 |
|
|
2022
Q3 | $78.5M | Buy |
567,908
+46,223
| +9% | +$6.39M | 4.04% | 2 |
|
|
2022
Q2 | $71.3M | Buy |
521,685
+3,612
| +0.7% | +$494K | 4.72% | 1 |
|
|
2022
Q1 | $90.5M | Buy |
518,073
+13,530
| +3% | +$2.36M | 5.06% | 1 |
|
|
2021
Q4 | $89.6M | Buy |
504,543
+5,365
| +1% | +$953K | 4.74% | 1 |
|
|
2021
Q3 | $70.6M | Sell |
499,178
-2,552
| -0.5% | -$361K | 4.18% | 1 |
|
|
2021
Q2 | $68.7M | Buy |
501,730
+6,843
| +1% | +$937K | 4.07% | 1 |
|
|
2021
Q1 | $60.5M | Buy |
494,887
+20,737
| +4% | +$2.53M | 4.14% | 1 |
|
|
2020
Q4 | $62.9M | Buy |
474,150
+29,009
| +7% | +$3.85M | 4.67% | 1 |
|
|
2020
Q3 | $51.6M | Buy |
445,141
+347,590
| +356% | +$40.3M | 4.47% | 1 |
|
|
2020
Q2 | $35.6M | Buy |
97,551
+9,193
| +10% | +$3.35M | 3.5% | 2 |
|
|
2020
Q1 | $22.5M | Sell |
88,358
-1,292
| -1% | -$329K | 3.05% | 2 |
|
|
2019
Q4 | $26.3M | Buy |
89,650
+7,354
| +9% | +$2.16M | 2.8% | 2 |
|
|
2019
Q3 | $18.4M | Sell |
82,296
-5,441
| -6% | -$1.22M | 2.44% | 2 |
|
|
2019
Q2 | $17.4M | Buy |
87,737
+5,349
| +6% | +$1.06M | 2.26% | 3 |
|
|
2019
Q1 | $15.7M | Buy |
82,388
+5,371
| +7% | +$1.02M | 2.32% | 3 |
|
|
2018
Q4 | $12.1M | Buy |
77,017
+5,156
| +7% | +$813K | 2.39% | 3 |
|
|
2018
Q3 | $16.2M | Buy |
71,861
+13,108
| +22% | +$2.96M | 2.46% | 3 |
|
|
2018
Q2 | $10.9M | Buy |
58,753
+2,742
| +5% | +$508K | 2.48% | 1 |
|
|
2018
Q1 | $9.4M | Buy |
56,011
+16,054
| +40% | +$2.69M | 2.38% | 3 |
|
|
2017
Q4 | $6.76M | Buy |
+39,957
| New | +$6.76M | 2.55% | 4 |
|