MPCL
My Personal CFO LLC’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
55,709
+194
| +0.3% | +$39.8K | 5.2% | 4 |
|
|
2025
Q1 | $12.3M | Buy |
55,515
+30,672
| +123% | +$6.81M | 6.21% | 4 |
|
|
2024
Q4 | $6.22M | Buy |
24,843
+125
| +0.5% | +$31.3K | 3.19% | 6 |
|
|
2024
Q3 | $5.76M | Sell |
24,718
-3,284
| -12% | -$765K | 3.16% | 6 |
|
|
2024
Q2 | $5.9M | Buy |
28,002
+179
| +0.6% | +$37.7K | 3.15% | 7 |
|
|
2024
Q1 | $4.77M | Buy |
27,823
+322
| +1% | +$55.2K | 2.75% | 7 |
|
|
2023
Q4 | $5.29M | Buy |
27,501
+1,201
| +5% | +$231K | 3.45% | 7 |
|
|
2023
Q3 | $4.5M | Buy |
26,300
+24
| +0.1% | +$4.11K | 3.64% | 6 |
|
|
2023
Q2 | $5.1M | Buy |
26,276
+1,047
| +4% | +$203K | 4% | 6 |
|
|
2023
Q1 | $4.16M | Buy |
25,229
+23,317
| +1,220% | +$3.84M | 3.55% | 7 |
|
|
2022
Q4 | $3.26M | Hold |
1,912
| – | – | 3.01% | 7 |
|
|
2022
Q3 | $264K | Sell |
1,912
-23,543
| -92% | -$3.25M | 0.4% | 50 |
|
|
2022
Q2 | $3.48M | Buy |
25,455
+866
| +4% | +$118K | 4.47% | 5 |
|
|
2022
Q1 | $4.29M | Sell |
24,589
-79
| -0.3% | -$13.8K | 4.44% | 5 |
|
|
2021
Q4 | $4.38M | Buy |
+24,668
| New | +$4.38M | 3.82% | 5 |
|