MAM
MWA Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Buy |
26,771
+209
| +0.8% | +$42.9K | 3.36% | 4 |
|
|
2025
Q1 | $5.9M | Sell |
26,562
-319
| -1% | -$70.9K | 4.09% | 1 |
|
|
2024
Q4 | $6.73M | Sell |
26,881
-594
| -2% | -$149K | 4.48% | 2 |
|
|
2024
Q3 | $6.4M | Sell |
27,475
-490
| -2% | -$114K | 4.26% | 1 |
|
|
2024
Q2 | $5.89M | Buy |
27,965
+25
| +0.1% | +$5.27K | 4.2% | 1 |
|
|
2024
Q1 | $4.79M | Buy |
27,940
+3,017
| +12% | +$517K | 3.47% | 1 |
|
|
2023
Q4 | $4.8M | Buy |
24,923
+19
| +0.1% | +$3.66K | 3.96% | 1 |
|
|
2023
Q3 | $4.26M | Buy |
+24,904
| New | +$4.26M | 4.12% | 1 |
|