CFO
Callan Family Office’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.5M | Buy |
470,332
+247,074
| +111% | +$50.7M | 3.05% | 4 |
|
|
2025
Q1 | $49.6M | Sell |
223,258
-82,354
| -27% | -$18.3M | 3.72% | 3 |
|
|
2024
Q4 | $76.5M | Buy |
305,612
+232,105
| +316% | +$58.1M | 4.87% | 2 |
|
|
2024
Q3 | $17.1M | Buy |
73,507
+25,653
| +54% | +$5.98M | 2.88% | 7 |
|
|
2024
Q2 | $10.1M | Buy |
47,854
+29,239
| +157% | +$6.16M | 1.94% | 14 |
|
|
2024
Q1 | $3.19M | Sell |
18,615
-4,851
| -21% | -$832K | 0.75% | 26 |
|
|
2023
Q4 | $4.52M | Buy |
23,466
+1,144
| +5% | +$220K | 1.12% | 20 |
|
|
2023
Q3 | $3.82M | Sell |
22,322
-3,415
| -13% | -$585K | 1.02% | 22 |
|
|
2023
Q2 | $4.99M | Sell |
25,737
-3,197
| -11% | -$620K | 1.32% | 14 |
|
|
2023
Q1 | $4.77M | Buy |
28,934
+19,023
| +192% | +$3.14M | 1.16% | 17 |
|
|
2022
Q4 | $1.29M | Buy |
+9,911
| New | +$1.29M | 0.42% | 33 |
|