CWM
Campbell Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.71M | Buy |
22,810
+9,005
| +65% | +$2.26M | 0.51% | 15 |
|
|
2024
Q3 | $3.22M | Sell |
13,805
-8,746
| -39% | -$2.04M | 0.29% | 22 |
|
|
2024
Q2 | $4.75M | Buy |
22,551
+4,289
| +23% | +$903K | 1.53% | 10 |
|
|
2024
Q1 | $3.13M | Buy |
18,262
+2,077
| +13% | +$356K | 0.31% | 20 |
|
|
2023
Q4 | $3.12M | Sell |
16,185
-3,329
| -17% | -$641K | 0.37% | 21 |
|
|
2023
Q3 | $3.34M | Sell |
19,514
-2,866
| -13% | -$491K | 0.41% | 20 |
|
|
2023
Q2 | $4.34M | Buy |
22,380
+2,723
| +14% | +$528K | 0.56% | 18 |
|
|
2023
Q1 | $3.24M | Sell |
19,657
-741
| -4% | -$122K | 0.41% | 20 |
|
|
2022
Q4 | $2.65M | Sell |
20,398
-73
| -0.4% | -$9.48K | 0.37% | 20 |
|
|
2022
Q3 | $2.83M | Buy |
20,471
+6,119
| +43% | +$846K | 0.41% | 20 |
|
|
2022
Q2 | $1.96M | Sell |
14,352
-4,874
| -25% | -$666K | 0.27% | 16 |
|
|
2022
Q1 | $3.36M | Sell |
19,226
-3,391
| -15% | -$592K | 0.41% | 15 |
|
|
2021
Q4 | $4.02M | Sell |
22,617
-1,116
| -5% | -$198K | 0.46% | 15 |
|
|
2021
Q3 | $3.36M | Sell |
23,733
-1,031
| -4% | -$146K | 0.45% | 14 |
|
|
2021
Q2 | $3.39M | Sell |
24,764
-117
| -0.5% | -$16K | 0.46% | 14 |
|
|
2021
Q1 | $3.04M | Sell |
24,881
-246
| -1% | -$30K | 0.42% | 15 |
|
|
2020
Q4 | $3.33M | Sell |
25,127
-125
| -0.5% | -$16.6K | 0.49% | 15 |
|
|
2020
Q3 | $2.92M | Buy |
25,252
+18,321
| +264% | +$2.12M | 0.48% | 16 |
|
|
2020
Q2 | $2.53M | Sell |
6,931
-18
| -0.3% | -$6.57K | 0.44% | 16 |
|
|
2020
Q1 | $1.77M | Buy |
6,949
+1,286
| +23% | +$327K | 0.39% | 15 |
|
|
2019
Q4 | $1.66M | Sell |
5,663
-462
| -8% | -$136K | 0.33% | 18 |
|
|
2019
Q3 | $1.37M | Buy |
6,125
+145
| +2% | +$32.5K | 0.3% | 18 |
|
|
2019
Q2 | $1.18M | Buy |
5,980
+133
| +2% | +$26.3K | 0.28% | 18 |
|
|
2019
Q1 | $1.11M | Buy |
5,847
+338
| +6% | +$64.2K | 0.3% | 18 |
|
|
2018
Q4 | $869K | Buy |
+5,509
| New | +$869K | 0.27% | 18 |
|