Caldwell Trust’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $63.9M | Buy |
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|
2025
Q2 | $51.5M | Buy |
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|
2025
Q1 | $54.5M | Buy |
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|
2024
Q4 | $61.2M | Sell |
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|
2024
Q3 | $57.9M | Buy |
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|
2024
Q2 | $52.1M | Buy |
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|
2024
Q1 | $42.2M | Sell |
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|
2023
Q4 | $48.1M | Sell |
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|
2023
Q3 | $44.3M | Buy |
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|
2023
Q2 | $50.2M | Buy |
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|
2023
Q1 | $41.5M | Sell |
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|
2022
Q4 | $32.9M | Sell |
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|
2022
Q3 | $35.9M | Sell |
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|
2022
Q2 | $35.6M | Sell |
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|
2022
Q1 | $45.9M | Sell |
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|
2021
Q4 | $46.7M | Sell |
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|
2021
Q3 | $37.7M | Buy |
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|
2021
Q2 | $35.8M | Sell |
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|
2021
Q1 | $32.8M | Sell |
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|
2020
Q4 | $36.1M | Sell |
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|
2020
Q3 | $31.5M | Sell |
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|
2020
Q2 | $27.1M | Sell |
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|
2020
Q1 | $19M | Sell |
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|
2019
Q4 | $22.1M | Buy |
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