CP
Canopy Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
53,717
-1,250
| -2% | -$256K | 4.04% | 3 |
|
|
2025
Q1 | $12.2M | Sell |
54,967
-1,070
| -2% | -$238K | 4.76% | 1 |
|
|
2024
Q4 | $14M | Buy |
56,037
+7,378
| +15% | +$1.85M | 5.36% | 1 |
|
|
2024
Q3 | $11.3M | Buy |
48,659
+1,008
| +2% | +$235K | 4.88% | 2 |
|
|
2024
Q2 | $10M | Buy |
47,651
+1,913
| +4% | +$403K | 4.66% | 5 |
|
|
2024
Q1 | $7.84M | Buy |
45,738
+2,683
| +6% | +$460K | 3.83% | 6 |
|
|
2023
Q4 | $8.29M | Buy |
+43,055
| New | +$8.29M | 5.05% | 3 |
|