CFA
Cahill Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Sell |
81,094
-573
| -0.7% | -$118K | 2.07% | 14 |
|
|
2025
Q1 | $18.1M | Buy |
81,667
+207
| +0.3% | +$46K | 2.47% | 13 |
|
|
2024
Q4 | $20.4M | Sell |
81,460
-833
| -1% | -$209K | 2.76% | 10 |
|
|
2024
Q3 | $19.2M | Buy |
82,293
+439
| +0.5% | +$102K | 2.62% | 10 |
|
|
2024
Q2 | $17.2M | Sell |
81,854
-1,266
| -2% | -$267K | 2.36% | 12 |
|
|
2024
Q1 | $14.3M | Buy |
83,120
+13,307
| +19% | +$2.28M | 1.94% | 16 |
|
|
2023
Q4 | $13.4M | Buy |
69,813
+71
| +0.1% | +$13.7K | 1.99% | 15 |
|
|
2023
Q3 | $11.9M | Sell |
69,742
-2,083
| -3% | -$357K | 1.98% | 15 |
|
|
2023
Q2 | $13.9M | Buy |
71,825
+10,339
| +17% | +$2.01M | 2.25% | 12 |
|
|
2023
Q1 | $10.1M | Buy |
61,486
+13
| +0% | +$2.14K | 1.8% | 16 |
|
|
2022
Q4 | $7.99M | Sell |
61,473
-1,153
| -2% | -$150K | 1.54% | 17 |
|
|
2022
Q3 | $8.66M | Buy |
62,626
+18
| +0% | +$2.49K | 1.82% | 15 |
|
|
2022
Q2 | $8.56M | Sell |
62,608
-341
| -0.5% | -$46.6K | 1.82% | 14 |
|
|
2022
Q1 | $11M | Sell |
62,949
-4,040
| -6% | -$705K | 2.07% | 13 |
|
|
2021
Q4 | $11.9M | Sell |
66,989
-3,560
| -5% | -$632K | 2.3% | 11 |
|
|
2021
Q3 | $9.98M | Sell |
70,549
-831
| -1% | -$118K | 2.05% | 11 |
|
|
2021
Q2 | $9.78M | Sell |
71,380
-2,898
| -4% | -$397K | 2.2% | 11 |
|
|
2021
Q1 | $9.07M | Sell |
74,278
-985
| -1% | -$120K | 2.21% | 11 |
|
|
2020
Q4 | $9.99M | Buy |
75,263
+4,988
| +7% | +$662K | 2.52% | 10 |
|
|
2020
Q3 | $8.14M | Buy |
70,275
+52,401
| +293% | +$6.07M | 2.93% | 7 |
|
|
2020
Q2 | $6.52M | Buy |
17,874
+502
| +3% | +$183K | 2.52% | 7 |
|
|
2020
Q1 | $4.42M | Sell |
17,372
-116
| -0.7% | -$29.5K | 2.05% | 9 |
|
|
2019
Q4 | $5.14M | Sell |
17,488
-162
| -0.9% | -$47.6K | 1.87% | 10 |
|
|
2019
Q3 | $3.95M | Sell |
17,650
-809
| -4% | -$181K | 1.54% | 17 |
|
|
2019
Q2 | $3.65M | Buy |
18,459
+44
| +0.2% | +$8.71K | 1.45% | 18 |
|
|
2019
Q1 | $3.5M | Sell |
18,415
-543
| -3% | -$103K | 1.46% | 18 |
|
|
2018
Q4 | $2.99M | Sell |
18,958
-1,976
| -9% | -$312K | 1.5% | 16 |
|
|
2018
Q3 | $4.73M | Buy |
20,934
+840
| +4% | +$190K | 2.08% | 11 |
|
|
2018
Q2 | $3.72M | Sell |
20,094
-365
| -2% | -$67.6K | 1.72% | 13 |
|
|
2018
Q1 | $3.43M | Buy |
20,459
+912
| +5% | +$153K | 1.64% | 16 |
|
|
2017
Q4 | $3.31M | Sell |
19,547
-182
| -0.9% | -$30.8K | 1.66% | 15 |
|
|
2017
Q3 | $3.04M | Sell |
19,729
-236
| -1% | -$36.4K | 1.61% | 16 |
|
|
2017
Q2 | $2.88M | Buy |
19,965
+771
| +4% | +$111K | 1.59% | 16 |
|
|
2017
Q1 | $2.76M | Buy |
19,194
+152
| +0.8% | +$21.8K | 1.59% | 18 |
|
|
2016
Q4 | $2.21M | Sell |
19,042
-123
| -0.6% | -$14.2K | 1.34% | 25 |
|
|
2016
Q3 | $2.17M | Buy |
19,165
+1,412
| +8% | +$160K | 1.41% | 22 |
|
|
2016
Q2 | $1.7M | Buy |
17,753
+249
| +1% | +$23.8K | 1.18% | 26 |
|
|
2016
Q1 | $1.91M | Buy |
17,504
+1,201
| +7% | +$131K | 1.43% | 24 |
|
|
2015
Q4 | $1.72M | Buy |
16,303
+593
| +4% | +$62.5K | 1.4% | 23 |
|
|
2015
Q3 | $1.73M | Sell |
15,710
-1,199
| -7% | -$132K | 1.41% | 23 |
|
|
2015
Q2 | $2.12M | Buy |
16,909
+83
| +0.5% | +$10.4K | 1.59% | 22 |
|
|
2015
Q1 | $2.09M | Sell |
16,826
-823
| -5% | -$102K | 1.6% | 21 |
|
|
2014
Q4 | $1.95M | Sell |
17,649
-667
| -4% | -$73.7K | 1.5% | 21 |
|
|
2014
Q3 | $1.85M | Buy |
18,316
+250
| +1% | +$25.2K | 1.48% | 22 |
|
|
2014
Q2 | $1.68M | Buy |
18,066
+15,383
| +573% | +$1.43M | 1.32% | 29 |
|
|
2014
Q1 | $1.44M | Sell |
2,683
-43
| -2% | -$23.1K | 1.23% | 30 |
|
|
2013
Q4 | $1.53M | Buy |
+2,726
| New | +$1.53M | 1.32% | 27 |
|