CWM
C2C Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8M | Sell |
38,986
-1,000
| -3% | -$205K | 7.24% | 2 |
|
|
2025
Q1 | $8.88M | Sell |
39,986
-334
| -0.8% | -$74.2K | 8.34% | 1 |
|
|
2024
Q4 | $10.1M | Sell |
40,320
-5
| -0% | -$1.25K | 9.36% | 1 |
|
|
2024
Q3 | $9.11M | Sell |
40,325
-199
| -0.5% | -$45K | 8.48% | 1 |
|
|
2024
Q2 | $8.54M | Buy |
40,524
+1
| +0% | +$211 | 8.35% | 1 |
|
|
2024
Q1 | $6.95M | Sell |
40,523
-11,187
| -22% | -$1.92M | 6.89% | 1 |
|
|
2023
Q4 | $10M | Sell |
51,710
-45,680
| -47% | -$8.84M | 8.48% | 1 |
|
|
2023
Q3 | $16.8M | Buy |
97,390
+44
| +0% | +$7.61K | 2.39% | 2 |
|
|
2023
Q2 | $18.9M | Buy |
97,346
+5,603
| +6% | +$1.09M | 2.5% | 2 |
|
|
2023
Q1 | $14.7M | Buy |
91,743
+2,964
| +3% | +$474K | 2.37% | 2 |
|
|
2022
Q4 | $12M | Sell |
88,779
-6,850
| -7% | -$928K | 2.08% | 3 |
|
|
2022
Q3 | $14M | Sell |
95,629
-302
| -0.3% | -$44.1K | 2.73% | 2 |
|
|
2022
Q2 | $14.5M | Sell |
95,931
-2,828
| -3% | -$427K | 2.65% | 3 |
|
|
2022
Q1 | $16.5M | Sell |
98,759
-2,202
| -2% | -$369K | 2.81% | 2 |
|
|
2021
Q4 | $17.9M | Buy |
+100,961
| New | +$17.9M | 2.57% | 2 |
|