CWMS
Cannon Wealth Management Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
15,225
-727
| -5% | -$149K | 2.55% | 14 |
|
|
2025
Q1 | $3.13M | Buy |
15,952
+246
| +2% | +$48.3K | 2.8% | 12 |
|
|
2024
Q4 | $3.58M | Buy |
15,706
+1,473
| +10% | +$336K | 3.09% | 12 |
|
|
2024
Q3 | $3.32M | Buy |
+14,233
| New | +$3.32M | 3.03% | 11 |
|