Cahaba Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.85M | Buy |
27,000
+774
| +3% | +$201K | 0.47% | 18 |
|
|
2025
Q4 | $7.13M | Buy |
26,226
+2,366
| +10% | +$635K | 0.5% | 18 |
|
|
2025
Q3 | $6.08M | Sell |
23,860
-760
| -3% | -$172K | 0.44% | 20 |
|
|
2025
Q2 | $5.05M | Sell |
24,620
-2,650
| -10% | -$535K | 0.39% | 24 |
|
|
2025
Q1 | $6.06M | Buy |
27,270
+201
| +0.7% | +$46.6K | 0.5% | 19 |
|
|
2024
Q4 | $6.78M | Buy |
27,069
+74
| +0.3% | +$17.4K | 0.56% | 19 |
|
|
2024
Q3 | $6.29M | Sell |
26,995
-606
| -2% | -$135K | 0.52% | 19 |
|
|
2024
Q2 | $5.81M | Sell |
27,601
-1,118
| -4% | -$208K | 0.51% | 20 |
|
|
2024
Q1 | $4.92M | Buy |
28,719
+708
| +3% | +$129K | 0.45% | 24 |
|
|
2023
Q4 | $5.39M | Buy |
28,011
+560
| +2% | +$103K | 0.53% | 20 |
|
|
2023
Q3 | $4.7M | Sell |
27,451
-301
| -1% | -$55.2K | 0.52% | 22 |
|
|
2023
Q2 | $5.38M | Sell |
27,752
-432
| -2% | -$75.3K | 0.58% | 20 |
|
|
2023
Q1 | $4.65M | Sell |
28,184
-745
| -3% | -$110K | 0.53% | 22 |
|
|
2022
Q4 | $3.76M | Buy |
28,929
+806
| +3% | +$115K | 0.47% | 24 |
|
|
2022
Q3 | $3.89M | Buy |
28,123
+3,876
| +16% | +$608K | 0.54% | 22 |
|
|
2022
Q2 | $3.31M | Sell |
24,247
-707
| -3% | -$107K | 0.47% | 20 |
|
|
2022
Q1 | $3.93M | Buy |
24,954
+1,364
| +6% | +$229K | 0.54% | 19 |
|
|
2021
Q4 | $4.19M | Buy |
23,590
+406
| +2% | +$64.2K | 0.56% | 20 |
|
|
2021
Q3 | $3.28M | Buy |
23,184
+10,044
| +76% | +$1.48M | 0.48% | 21 |
|
|
2021
Q2 | $1.92M | Sell |
13,140
-1,583
| -11% | -$205K | 0.3% | 26 |
|
|
2021
Q1 | $1.8M | Buy |
14,723
+157
| +1% | +$20.2K | 0.28% | 29 |
|
|
2020
Q4 | $2.02M | Buy |
14,566
+116
| +0.8% | +$14K | 0.33% | 29 |
|
|
2020
Q3 | $1.67M | Sell |
14,450
-902
| -6% | -$98.4K | 0.33% | 30 |
|
|
2020
Q2 | $1.46M | Buy |
15,352
+1,024
| +7% | +$79.4K | 0.3% | 32 |
|
|
2020
Q1 | $910K | Sell |
14,328
-32
| -0.2% | -$2.35K | 0.23% | 39 |
|
|
2019
Q4 | $1.05M | Sell |
14,360
-784
| -5% | -$50.4K | 0.23% | 38 |
|
|
2019
Q3 | $848K | Sell |
15,144
-744
| -5% | -$38.9K | 0.2% | 40 |
|
|
2019
Q2 | $786K | Sell |
15,888
-1,004
| -6% | -$48.9K | 0.2% | 41 |
|
|
2019
Q1 | $802K | Buy |
16,892
+1,312
| +8% | +$55.7K | 0.22% | 42 |
|
|
2018
Q4 | $614K | Sell |
15,580
-1,096
| -7% | -$53.1K | 0.19% | 47 |
|
|
2018
Q3 | $947K | Buy |
16,676
+712
| +4% | +$37.1K | 0.31% | 34 |
|
|
2018
Q2 | $764K | Sell |
15,964
-8
| -0.1% | -$363 | 0.27% | 37 |
|
|
2018
Q1 | $666K | Sell |
15,972
-96
| -0.6% | -$4.13K | 0.26% | 35 |
|
|
2017
Q4 | $679K | Sell |
16,068
-2,076
| -11% | -$86.8K | 0.28% | 36 |
|
|
2017
Q3 | $699K | Buy |
+18,144
| New | +$704K | 0.32% | 36 |
|
Other funds holding AAPL
VCM
VPM
