CSC
Caldwell Sutter Capital’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.82M | Sell |
47,886
-393
| -0.8% | -$80.6K | 4.5% | 1 |
|
|
2025
Q1 | $10.7M | Sell |
48,279
-1,899
| -4% | -$422K | 5.1% | 1 |
|
|
2024
Q4 | $12.6M | Buy |
50,178
+1,948
| +4% | +$488K | 5.85% | 1 |
|
|
2024
Q3 | $11.2M | Sell |
48,230
-3,156
| -6% | -$735K | 5.24% | 1 |
|
|
2024
Q2 | $10.8M | Buy |
51,386
+100
| +0.2% | +$21.1K | 5.36% | 1 |
|
|
2024
Q1 | $8.79M | Sell |
51,286
-5,827
| -10% | -$999K | 4.23% | 1 |
|
|
2023
Q4 | $11M | Buy |
57,113
+419
| +0.7% | +$80.7K | 5.59% | 1 |
|
|
2023
Q3 | $9.71M | Sell |
56,694
-8,969
| -14% | -$1.54M | 5.37% | 1 |
|
|
2023
Q2 | $12.7M | Buy |
65,663
+7,752
| +13% | +$1.5M | 6.67% | 1 |
|
|
2023
Q1 | $9.55M | Buy |
57,911
+1,339
| +2% | +$221K | 6.96% | 1 |
|
|
2022
Q4 | $7.35M | Buy |
+56,572
| New | +$7.35M | 6.48% | 1 |
|