CFA
Camarda Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Sell |
22,338
-148
| -0.7% | -$30.4K | 1.8% | 12 |
|
|
2025
Q1 | $4.99M | Sell |
22,486
-264
| -1% | -$58.6K | 2.25% | 7 |
|
|
2024
Q4 | $5.7M | Buy |
22,750
+135
| +0.6% | +$33.8K | 2.14% | 10 |
|
|
2024
Q3 | $5.27M | Sell |
22,615
-430
| -2% | -$100K | 1.97% | 12 |
|
|
2024
Q2 | $4.85M | Buy |
23,045
+11,597
| +101% | +$2.44M | 1.91% | 14 |
|
|
2024
Q1 | $1.96M | Sell |
11,448
-628
| -5% | -$108K | 0.79% | 38 |
|
|
2023
Q4 | $2.32M | Buy |
12,076
+212
| +2% | +$40.8K | 1% | 24 |
|
|
2023
Q3 | $2.03M | Sell |
11,864
-257
| -2% | -$44K | 1.31% | 20 |
|
|
2023
Q2 | $2.35M | Sell |
12,121
-12
| -0.1% | -$2.33K | 1.17% | 20 |
|
|
2023
Q1 | $2M | Sell |
12,133
-1,440
| -11% | -$237K | 1.5% | 10 |
|
|
2022
Q4 | $1.76M | Buy |
13,573
+1,173
| +9% | +$152K | 1.78% | 20 |
|
|
2022
Q3 | $1.71M | Buy |
12,400
+3,529
| +40% | +$488K | 2.01% | 11 |
|
|
2022
Q2 | $1.21M | Sell |
8,871
-1,285
| -13% | -$176K | 1.2% | 24 |
|
|
2022
Q1 | $1.77M | Buy |
10,156
+233
| +2% | +$40.7K | 0.85% | 34 |
|
|
2021
Q4 | $1.76M | Buy |
9,923
+4,853
| +96% | +$862K | 1% | 14 |
|
|
2021
Q3 | $717K | Sell |
5,070
-1,200
| -19% | -$170K | 0.48% | 42 |
|
|
2021
Q2 | $859K | Buy |
6,270
+195
| +3% | +$26.7K | 0.53% | 51 |
|
|
2021
Q1 | $742K | Buy |
6,075
+1,215
| +25% | +$148K | 0.53% | 60 |
|
|
2020
Q4 | $645K | Buy |
4,860
+604
| +14% | +$80.2K | 0.54% | 55 |
|
|
2020
Q3 | $493K | Buy |
4,256
+3,278
| +335% | +$380K | 0.6% | 37 |
|
|
2020
Q2 | $357K | Sell |
978
-185
| -16% | -$67.5K | 0.5% | 37 |
|
|
2020
Q1 | $296K | Buy |
+1,163
| New | +$296K | 1.5% | 26 |
|
|
2019
Q4 | – | Sell |
-1,427
| Closed | -$320K | – | 48 |
|
|
2019
Q3 | $320K | Sell |
1,427
-559
| -28% | -$125K | 0.75% | 30 |
|
|
2019
Q2 | $393K | Sell |
1,986
-17
| -0.8% | -$3.36K | 0.77% | 28 |
|
|
2019
Q1 | $380K | Buy |
2,003
+598
| +43% | +$113K | 0.73% | 28 |
|
|
2018
Q4 | $222K | Sell |
1,405
-9,998
| -88% | -$1.58M | 0.26% | 41 |
|
|
2018
Q3 | $2.57M | Buy |
11,403
+48
| +0.4% | +$10.8K | 2.92% | 6 |
|
|
2018
Q2 | $2.1M | Sell |
11,355
-224
| -2% | -$41.5K | 2.21% | 7 |
|
|
2018
Q1 | $1.94M | Sell |
11,579
-4,669
| -29% | -$783K | 2.01% | 6 |
|
|
2017
Q4 | $2.75M | Sell |
16,248
-2,232
| -12% | -$378K | 3.29% | 3 |
|
|
2017
Q3 | $2.85M | Sell |
18,480
-3,447
| -16% | -$531K | 3.06% | 4 |
|
|
2017
Q2 | $3.16M | Sell |
21,927
-690
| -3% | -$99.4K | 3.38% | 3 |
|
|
2017
Q1 | $3.25M | Sell |
22,617
-6,191
| -21% | -$889K | 3.17% | 5 |
|
|
2016
Q4 | $3.34M | Sell |
28,808
-1,666
| -5% | -$193K | 2.27% | 7 |
|
|
2016
Q3 | $3.45M | Buy |
30,474
+10,642
| +54% | +$1.2M | 2.1% | 9 |
|
|
2016
Q2 | $1.9M | Buy |
19,832
+2,859
| +17% | +$273K | 1.2% | 20 |
|
|
2016
Q1 | $1.85M | Sell |
16,973
-644
| -4% | -$70.2K | 1.15% | 20 |
|
|
2015
Q4 | $1.85M | Buy |
17,617
+841
| +5% | +$88.5K | 1.13% | 19 |
|
|
2015
Q3 | $1.85M | Sell |
16,776
-1,406
| -8% | -$155K | 1.15% | 20 |
|
|
2015
Q2 | $2.28M | Sell |
18,182
-2,540
| -12% | -$319K | 1.27% | 20 |
|
|
2015
Q1 | $2.58M | Sell |
20,722
-3,337
| -14% | -$415K | 1.43% | 16 |
|
|
2014
Q4 | $2.66M | Sell |
24,059
-5,916
| -20% | -$653K | 1.69% | 18 |
|
|
2014
Q3 | $3.02M | Buy |
29,975
+6,921
| +30% | +$697K | 2.09% | 14 |
|
|
2014
Q2 | $2.14M | Buy |
23,054
+19,174
| +494% | +$1.78M | 1.47% | 27 |
|
|
2014
Q1 | $2.08M | Sell |
3,880
-241
| -6% | -$129K | 1.6% | 22 |
|
|
2013
Q4 | $2.31M | Sell |
4,121
-152
| -4% | -$85.3K | 1.88% | 17 |
|
|
2013
Q3 | $2.04M | Buy |
4,273
+3,632
| +567% | +$1.73M | 2.67% | 12 |
|
|
2013
Q2 | $254K | Buy |
+641
| New | +$254K | 0.23% | 71 |
|