CWM
Cadence Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
2,146
-92
| -4% | -$18.9K | 0.29% | 37 |
|
|
2025
Q1 | $497K | Sell |
2,238
-648
| -22% | -$144K | 0.37% | 31 |
|
|
2024
Q4 | $723K | Buy |
2,886
+458
| +19% | +$115K | 0.48% | 20 |
|
|
2024
Q3 | $566K | Sell |
2,428
-450
| -16% | -$105K | 0.46% | 21 |
|
|
2024
Q2 | $606K | Hold |
2,878
| – | – | 0.42% | 23 |
|
|
2024
Q1 | $494K | Buy |
2,878
+3
| +0.1% | +$514 | 0.51% | 18 |
|
|
2023
Q4 | $553K | Sell |
2,875
-406
| -12% | -$78.2K | 0.43% | 18 |
|
|
2023
Q3 | $562K | Sell |
3,281
-664
| -17% | -$114K | 0.47% | 16 |
|
|
2023
Q2 | $765K | Buy |
3,945
+228
| +6% | +$44.2K | 0.74% | 11 |
|
|
2023
Q1 | $613K | Hold |
3,717
| – | – | 0.62% | 10 |
|
|
2022
Q4 | $483K | Buy |
3,717
+1
| +0% | +$130 | 0.41% | 12 |
|
|
2022
Q3 | $514K | Sell |
3,716
-78
| -2% | -$10.8K | 0.48% | 14 |
|
|
2022
Q2 | $519K | Buy |
3,794
+212
| +6% | +$29K | 0.54% | 14 |
|
|
2022
Q1 | $626K | Buy |
3,582
+101
| +3% | +$17.7K | 0.48% | 15 |
|
|
2021
Q4 | $618K | Buy |
3,481
+6
| +0.2% | +$1.07K | 0.68% | 13 |
|
|
2021
Q3 | $492K | Buy |
3,475
+44
| +1% | +$6.23K | 0.56% | 18 |
|
|
2021
Q2 | $470K | Sell |
3,431
-68
| -2% | -$9.32K | 0.4% | 22 |
|
|
2021
Q1 | $427K | Buy |
+3,499
| New | +$427K | 0.39% | 22 |
|