PMIA
Patrick Mauro Investment Advisor’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,292
| Closed | -$1.02M | – | 43 |
|
|
2023
Q4 | $1.02M | Buy |
5,292
+100
| +2% | +$19.3K | 0.61% | 34 |
|
|
2023
Q3 | $889K | Hold |
5,192
| – | – | 0.58% | 34 |
|
|
2023
Q2 | $1.01M | Buy |
5,192
+1
| +0% | +$194 | 0.62% | 34 |
|
|
2023
Q1 | $856K | Sell |
5,191
-62
| -1% | -$10.2K | 0.53% | 35 |
|
|
2022
Q4 | $683K | Hold |
5,253
| – | – | 0.44% | 38 |
|
|
2022
Q3 | $726K | Buy |
+5,253
| New | +$726K | 0.52% | 38 |
|