CWM
Cahill Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.17M | Sell |
18,790
-306
| -2% | -$68K | 2.12% | 9 |
|
|
2024
Q4 | $4.78M | Sell |
19,096
-3
| -0% | -$751 | 2.44% | 9 |
|
|
2024
Q3 | $4.45M | Sell |
19,099
-12
| -0.1% | -$2.8K | 2.3% | 9 |
|
|
2024
Q2 | $4.02M | Buy |
19,111
+288
| +2% | +$60.6K | 2.4% | 9 |
|
|
2024
Q1 | $3.23M | Buy |
18,823
+111
| +0.6% | +$19K | 1.88% | 10 |
|
|
2023
Q4 | $3.6M | Buy |
18,712
+89
| +0.5% | +$17.1K | 2.42% | 8 |
|
|
2023
Q3 | $3.19M | Buy |
18,623
+1
| +0% | +$171 | 2.45% | 8 |
|
|
2023
Q2 | $3.61M | Sell |
18,622
-48
| -0.3% | -$9.31K | 2.49% | 9 |
|
|
2023
Q1 | $3.08M | Buy |
18,670
+1
| +0% | +$165 | 2.27% | 9 |
|
|
2022
Q4 | $2.87M | Sell |
18,669
-167
| -0.9% | -$25.7K | 2.09% | 9 |
|
|
2022
Q3 | $2.6M | Buy |
18,836
+51
| +0.3% | +$7.05K | 2.32% | 8 |
|
|
2022
Q2 | $2.57M | Buy |
18,785
+2
| +0% | +$273 | 2.17% | 8 |
|
|
2022
Q1 | $3.28M | Buy |
+18,783
| New | +$3.28M | 2.43% | 8 |
|