Caldwell Trust’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.5M | Buy |
250,773
+5,372
|
|
||||
|
2025
Q1 | $54.5M | Buy |
245,401
+901
|
|
||||
|
2024
Q4 | $61.2M | Sell |
244,500
-3,787
|
|
||||
|
2024
Q3 | $57.9M | Buy |
248,287
+1,106
|
|
||||
|
2024
Q2 | $52.1M | Buy |
247,181
+1,075
|
|
||||
|
2024
Q1 | $42.2M | Sell |
246,106
-3,732
|
|
||||
|
2023
Q4 | $48.1M | Sell |
249,838
-8,877
|
|
||||
|
2023
Q3 | $44.3M | Buy |
258,715
+133
|
|
||||
|
2023
Q2 | $50.2M | Buy |
258,582
+6,652
|
|
||||
|
2023
Q1 | $41.5M | Sell |
251,930
-1,442
|
|
||||
|
2022
Q4 | $32.9M | Sell |
253,372
-6,621
|
|
||||
|
2022
Q3 | $35.9M | Sell |
259,993
-625
|
|
||||
|
2022
Q2 | $35.6M | Sell |
260,618
-1,999
|
|
||||
|
2022
Q1 | $45.9M | Sell |
262,617
-578
|
|
||||
|
2021
Q4 | $46.7M | Sell |
263,195
-3,408
|
|
||||
|
2021
Q3 | $37.7M | Buy |
266,603
+5,209
|
|
||||
|
2021
Q2 | $35.8M | Sell |
261,394
-6,996
|
|
||||
|
2021
Q1 | $32.8M | Sell |
268,390
-3,551
|
|
||||
|
2020
Q4 | $36.1M | Sell |
271,941
-35
|
|
||||
|
2020
Q3 | $31.5M | Sell |
271,976
-25,372
|
|
||||
|
2020
Q2 | $27.1M | Sell |
297,348
-1,668
|
|
||||
|
2020
Q1 | $19M | Sell |
299,016
-1,500
|
|
||||
|
2019
Q4 | $22.1M | Buy |
+300,516
|
|