MCM
MV Capital Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
84,533
-544
| -0.6% | -$112K | 1.78% | 14 |
|
|
2025
Q1 | $18.9M | Sell |
85,077
-3,267
| -4% | -$726K | 2.03% | 12 |
|
|
2024
Q4 | $22.1M | Sell |
88,344
-1,271
| -1% | -$318K | 2.36% | 8 |
|
|
2024
Q3 | $20.9M | Buy |
89,615
+9,880
| +12% | +$2.3M | 2.22% | 10 |
|
|
2024
Q2 | $16.8M | Buy |
79,735
+351
| +0.4% | +$73.9K | 1.89% | 11 |
|
|
2024
Q1 | $13.6M | Sell |
79,384
-5,825
| -7% | -$999K | 1.56% | 14 |
|
|
2023
Q4 | $16.4M | Buy |
85,209
+738
| +0.9% | +$142K | 2.08% | 11 |
|
|
2023
Q3 | $14.5M | Buy |
84,471
+1,939
| +2% | +$332K | 1.93% | 15 |
|
|
2023
Q2 | $16M | Buy |
82,532
+4,022
| +5% | +$780K | 2.12% | 15 |
|
|
2023
Q1 | $12.9M | Buy |
78,510
+1,923
| +3% | +$317K | 1.82% | 15 |
|
|
2022
Q4 | $9.95M | Buy |
76,587
+10,482
| +16% | +$1.36M | 1.54% | 15 |
|
|
2022
Q3 | $9.14M | Sell |
66,105
-471
| -0.7% | -$65.1K | 1.57% | 13 |
|
|
2022
Q2 | $9.1M | Sell |
66,576
-82
| -0.1% | -$11.2K | 1.55% | 16 |
|
|
2022
Q1 | $11.6M | Buy |
66,658
+1,804
| +3% | +$315K | 1.75% | 14 |
|
|
2021
Q4 | $11.5M | Buy |
64,854
+1,431
| +2% | +$254K | 1.68% | 15 |
|
|
2021
Q3 | $8.97M | Buy |
63,423
+3,133
| +5% | +$443K | 1.48% | 17 |
|
|
2021
Q2 | $8.26M | Buy |
60,290
+6,014
| +11% | +$824K | 1.4% | 18 |
|
|
2021
Q1 | $6.63M | Buy |
54,276
+306
| +0.6% | +$37.4K | 1.21% | 21 |
|
|
2020
Q4 | $7.16M | Buy |
53,970
+2,212
| +4% | +$293K | 1.36% | 18 |
|
|
2020
Q3 | $5.99M | Buy |
51,758
+38,963
| +305% | +$4.51M | 1.24% | 20 |
|
|
2020
Q2 | $4.67M | Buy |
12,795
+1,187
| +10% | +$433K | 1.1% | 20 |
|
|
2020
Q1 | $2.95M | Sell |
11,608
-1,750
| -13% | -$445K | 0.77% | 22 |
|
|
2019
Q4 | $3.92M | Buy |
13,358
+687
| +5% | +$202K | 0.85% | 27 |
|
|
2019
Q3 | $2.84M | Buy |
12,671
+35
| +0.3% | +$7.84K | 0.65% | 31 |
|
|
2019
Q2 | $2.5M | Buy |
12,636
+387
| +3% | +$76.6K | 0.58% | 32 |
|
|
2019
Q1 | $2.33M | Sell |
12,249
-293
| -2% | -$55.7K | 0.56% | 33 |
|
|
2018
Q4 | $1.98M | Buy |
12,542
+301
| +2% | +$47.5K | 0.55% | 32 |
|
|
2018
Q3 | $2.76M | Sell |
12,241
-9
| -0.1% | -$2.03K | 0.69% | 30 |
|
|
2018
Q2 | $2.27M | Sell |
12,250
-1,426
| -10% | -$264K | 0.59% | 30 |
|
|
2018
Q1 | $2.3M | Buy |
13,676
+3,960
| +41% | +$665K | 0.61% | 31 |
|
|
2017
Q4 | $1.64M | Sell |
9,716
-3,268
| -25% | -$553K | 0.45% | 31 |
|
|
2017
Q3 | $2M | Sell |
12,984
-304
| -2% | -$46.9K | 0.56% | 32 |
|
|
2017
Q2 | $1.91M | Sell |
13,288
-75
| -0.6% | -$10.8K | 0.57% | 32 |
|
|
2017
Q1 | $1.92M | Sell |
13,363
-152
| -1% | -$21.8K | 0.6% | 32 |
|
|
2016
Q4 | $1.57M | Sell |
13,515
-32
| -0.2% | -$3.71K | 0.56% | 28 |
|
|
2016
Q3 | $1.53M | Sell |
13,547
-696
| -5% | -$78.7K | 0.56% | 27 |
|
|
2016
Q2 | $1.36M | Sell |
14,243
-89
| -0.6% | -$8.51K | 0.49% | 25 |
|
|
2016
Q1 | $1.56M | Sell |
14,332
-261
| -2% | -$28.4K | 0.63% | 22 |
|
|
2015
Q4 | $1.54M | Buy |
14,593
+1,931
| +15% | +$203K | 0.61% | 28 |
|
|
2015
Q3 | $1.4M | Buy |
12,662
+481
| +4% | +$53.1K | 0.64% | 29 |
|
|
2015
Q2 | $1.53M | Buy |
12,181
+498
| +4% | +$62.5K | 0.62% | 35 |
|
|
2015
Q1 | $1.45M | Buy |
11,683
+181
| +2% | +$22.5K | 0.61% | 33 |
|
|
2014
Q4 | $1.27M | Buy |
+11,502
| New | +$1.27M | 0.58% | 32 |
|