CWM
Cahaba Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Sell |
24,620
-2,650
| -10% | -$544K | 0.39% | 24 |
|
|
2025
Q1 | $6.06M | Buy |
27,270
+201
| +0.7% | +$44.6K | 0.5% | 19 |
|
|
2024
Q4 | $6.78M | Buy |
27,069
+74
| +0.3% | +$18.5K | 0.56% | 19 |
|
|
2024
Q3 | $6.29M | Sell |
26,995
-606
| -2% | -$141K | 0.52% | 19 |
|
|
2024
Q2 | $5.81M | Sell |
27,601
-1,118
| -4% | -$235K | 0.51% | 20 |
|
|
2024
Q1 | $4.92M | Buy |
28,719
+708
| +3% | +$121K | 0.45% | 24 |
|
|
2023
Q4 | $5.39M | Buy |
28,011
+560
| +2% | +$108K | 0.53% | 20 |
|
|
2023
Q3 | $4.7M | Sell |
27,451
-301
| -1% | -$51.5K | 0.52% | 22 |
|
|
2023
Q2 | $5.38M | Sell |
27,752
-432
| -2% | -$83.8K | 0.58% | 20 |
|
|
2023
Q1 | $4.65M | Sell |
28,184
-745
| -3% | -$123K | 0.53% | 22 |
|
|
2022
Q4 | $3.76M | Buy |
28,929
+806
| +3% | +$105K | 0.47% | 24 |
|
|
2022
Q3 | $3.89M | Buy |
28,123
+3,876
| +16% | +$536K | 0.54% | 22 |
|
|
2022
Q2 | $3.32M | Sell |
24,247
-707
| -3% | -$96.7K | 0.47% | 20 |
|
|
2022
Q1 | $3.93M | Buy |
24,954
+1,364
| +6% | +$215K | 0.54% | 19 |
|
|
2021
Q4 | $4.19M | Buy |
23,590
+406
| +2% | +$72.1K | 0.56% | 20 |
|
|
2021
Q3 | $3.28M | Buy |
23,184
+10,044
| +76% | +$1.42M | 0.48% | 21 |
|
|
2021
Q2 | $1.92M | Sell |
13,140
-1,583
| -11% | -$231K | 0.3% | 26 |
|
|
2021
Q1 | $1.8M | Buy |
14,723
+157
| +1% | +$19.2K | 0.28% | 29 |
|
|
2020
Q4 | $2.03M | Buy |
14,566
+116
| +0.8% | +$16.1K | 0.33% | 29 |
|
|
2020
Q3 | $1.67M | Buy |
14,450
+10,612
| +276% | +$1.23M | 0.33% | 30 |
|
|
2020
Q2 | $1.46M | Buy |
3,838
+256
| +7% | +$97.3K | 0.3% | 32 |
|
|
2020
Q1 | $910K | Sell |
3,582
-8
| -0.2% | -$2.03K | 0.23% | 39 |
|
|
2019
Q4 | $1.05M | Sell |
3,590
-196
| -5% | -$57.5K | 0.23% | 38 |
|
|
2019
Q3 | $848K | Sell |
3,786
-186
| -5% | -$41.7K | 0.2% | 40 |
|
|
2019
Q2 | $786K | Sell |
3,972
-251
| -6% | -$49.7K | 0.2% | 41 |
|
|
2019
Q1 | $802K | Buy |
4,223
+328
| +8% | +$62.3K | 0.22% | 42 |
|
|
2018
Q4 | $614K | Sell |
3,895
-274
| -7% | -$43.2K | 0.19% | 47 |
|
|
2018
Q3 | $947K | Buy |
4,169
+178
| +4% | +$40.4K | 0.31% | 34 |
|
|
2018
Q2 | $764K | Sell |
3,991
-2
| -0.1% | -$383 | 0.27% | 37 |
|
|
2018
Q1 | $666K | Sell |
3,993
-24
| -0.6% | -$4K | 0.26% | 35 |
|
|
2017
Q4 | $679K | Sell |
4,017
-519
| -11% | -$87.7K | 0.28% | 36 |
|
|
2017
Q3 | $699K | Buy |
+4,536
| New | +$699K | 0.32% | 36 |
|