MWP
MYCIO Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
61,996
+1,149
| +2% | +$236K | 2.94% | 5 |
|
|
2025
Q1 | $13.5M | Sell |
60,847
-19
| -0% | -$4.22K | 3.19% | 5 |
|
|
2024
Q4 | $15.2M | Sell |
60,866
-4,861
| -7% | -$1.22M | 3.65% | 4 |
|
|
2024
Q3 | $15.3M | Sell |
65,727
-6
| -0% | -$1.4K | 3.51% | 4 |
|
|
2024
Q2 | $13.8M | Sell |
65,733
-146
| -0.2% | -$30.8K | 3.54% | 4 |
|
|
2024
Q1 | $11.3M | Sell |
65,879
-38
| -0.1% | -$6.52K | 2.85% | 5 |
|
|
2023
Q4 | $12.7M | Sell |
65,917
-4,180
| -6% | -$805K | 3.56% | 3 |
|
|
2023
Q3 | $12M | Buy |
70,097
+8,716
| +14% | +$1.49M | 3.59% | 3 |
|
|
2023
Q2 | $11.9M | Hold |
61,381
| – | – | 3.74% | 3 |
|
|
2023
Q1 | $10.1M | Hold |
61,381
| – | – | 3.55% | 4 |
|
|
2022
Q4 | $7.98M | Hold |
61,381
| – | – | 2.61% | 8 |
|
|
2022
Q3 | $8.48M | Hold |
61,381
| – | – | 3.31% | 4 |
|
|
2022
Q2 | $8.39M | Hold |
61,381
| – | – | 3.1% | 5 |
|
|
2022
Q1 | $10.7M | Hold |
61,381
| – | – | 3.41% | 3 |
|
|
2021
Q4 | $10.9M | Hold |
61,381
| – | – | 3.6% | 3 |
|
|
2021
Q3 | $8.69M | Buy |
61,381
+54,773
| +829% | +$7.75M | 3.19% | 5 |
|
|
2021
Q2 | $905K | Hold |
6,608
| – | – | 0.37% | 19 |
|
|
2021
Q1 | $807K | Hold |
6,608
| – | – | 0.36% | 17 |
|
|
2020
Q4 | $877K | Buy |
+6,608
| New | +$877K | 0.48% | 14 |
|
|
2020
Q3 | – | Sell |
-1,652
| Closed | -$603K | – | 33 |
|
|
2020
Q2 | $603K | Hold |
1,652
| – | – | 0.42% | 14 |
|
|
2020
Q1 | $420K | Sell |
1,652
-103,725
| -98% | -$26.4M | 0.28% | 15 |
|
|
2019
Q4 | $30.9M | Sell |
105,377
-33,198
| -24% | -$9.75M | 2.01% | 14 |
|
|
2019
Q3 | $31M | Sell |
138,575
-2,151
| -2% | -$482K | 2.3% | 12 |
|
|
2019
Q2 | $27.9M | Sell |
140,726
-13,054
| -8% | -$2.58M | 2.19% | 12 |
|
|
2019
Q1 | $29.2M | Sell |
153,780
-4,174
| -3% | -$793K | 2.42% | 11 |
|
|
2018
Q4 | $24.9M | Sell |
157,954
-5,428
| -3% | -$856K | 2.32% | 11 |
|
|
2018
Q3 | $36.9M | Sell |
163,382
-6,122
| -4% | -$1.38M | 3.58% | 7 |
|
|
2018
Q2 | $31.4M | Sell |
169,504
-4,648
| -3% | -$860K | 3.24% | 8 |
|
|
2018
Q1 | $29.2M | Buy |
174,152
+14,293
| +9% | +$2.4M | 3.3% | 8 |
|
|
2017
Q4 | $27.1M | Sell |
159,859
-5,380
| -3% | -$910K | 2.92% | 8 |
|
|
2017
Q3 | $25.5M | Buy |
165,239
+465
| +0.3% | +$71.7K | 2.89% | 8 |
|
|
2017
Q2 | $23.7M | Sell |
164,774
-20,877
| -11% | -$3.01M | 2.78% | 9 |
|
|
2017
Q1 | $26.7M | Sell |
185,651
-3,619
| -2% | -$520K | 3.27% | 8 |
|
|
2016
Q4 | $21.9M | Buy |
189,270
+21,548
| +13% | +$2.5M | 2.94% | 9 |
|
|
2016
Q3 | $19M | Sell |
167,722
-34,163
| -17% | -$3.86M | 3.13% | 8 |
|
|
2016
Q2 | $19.3M | Buy |
201,885
+27,622
| +16% | +$2.64M | 3.31% | 8 |
|
|
2016
Q1 | $19M | Buy |
174,263
+130
| +0.1% | +$14.2K | 3.37% | 8 |
|
|
2015
Q4 | $18.3M | Sell |
174,133
-2,962
| -2% | -$312K | 3.27% | 8 |
|
|
2015
Q3 | $19.5M | Buy |
177,095
+940
| +0.5% | +$104K | 4% | 7 |
|
|
2015
Q2 | $22.1M | Buy |
176,155
+34,560
| +24% | +$4.33M | 4.29% | 7 |
|
|
2015
Q1 | $17.6M | Buy |
141,595
+586
| +0.4% | +$72.9K | 3.59% | 6 |
|
|
2014
Q4 | $15.6M | Buy |
141,009
+17,625
| +14% | +$1.95M | 3.29% | 6 |
|
|
2014
Q3 | $12.4M | Buy |
123,384
+2,897
| +2% | +$292K | 2.91% | 6 |
|
|
2014
Q2 | $11.2M | Buy |
120,487
+110,764
| +1,139% | +$10.3M | 2.54% | 7 |
|
|
2014
Q1 | $5.22M | Buy |
9,723
+324
| +3% | +$174K | 1.27% | 9 |
|
|
2013
Q4 | $5.27M | Buy |
9,399
+315
| +3% | +$177K | 1.31% | 8 |
|
|
2013
Q3 | $4.33M | Sell |
9,084
-322
| -3% | -$154K | 1.18% | 10 |
|
|
2013
Q2 | $3.73M | Buy |
+9,406
| New | +$3.73M | 1.03% | 13 |
|