CWA
Canvas Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6M | Buy |
105,577
+1,876
| +2% | +$402K | 4.46% | 5 |
|
|
2025
Q1 | $20.7M | Buy |
103,701
+1,581
| +2% | +$316K | 5.32% | 2 |
|
|
2024
Q4 | $25.6M | Sell |
102,120
-1,476
| -1% | -$370K | 6.42% | 1 |
|
|
2024
Q3 | $24.1M | Buy |
103,596
+11,727
| +13% | +$2.73M | 6.67% | 1 |
|
|
2024
Q2 | $20.1M | Sell |
91,869
-1,219
| -1% | -$267K | 6.22% | 2 |
|
|
2024
Q1 | $15.6M | Buy |
93,088
+4,330
| +5% | +$727K | 5.26% | 3 |
|
|
2023
Q4 | $16.5M | Sell |
88,758
-2,173
| -2% | -$404K | 6% | 3 |
|
|
2023
Q3 | $15.7M | Sell |
90,931
-601
| -0.7% | -$104K | 6.46% | 3 |
|
|
2023
Q2 | $17.6M | Sell |
91,532
-2,306
| -2% | -$444K | 6.55% | 3 |
|
|
2023
Q1 | $15.8M | Sell |
93,838
-11,995
| -11% | -$2.02M | 6.64% | 3 |
|
|
2022
Q4 | $14.3M | Buy |
105,833
+1,019
| +1% | +$138K | 5.98% | 3 |
|
|
2022
Q3 | $15.7M | Sell |
104,814
-34,076
| -25% | -$5.09M | 6.67% | 3 |
|
|
2022
Q2 | $19M | Buy |
138,890
+5,375
| +4% | +$735K | 7.64% | 1 |
|
|
2022
Q1 | $21.3M | Buy |
133,515
+4,775
| +4% | +$762K | 7.77% | 1 |
|
|
2021
Q4 | $22.9M | Sell |
128,740
-4,709
| -4% | -$836K | 8.23% | 1 |
|
|
2021
Q3 | $18.9M | Sell |
133,449
-214
| -0.2% | -$30.3K | 7.71% | 1 |
|
|
2021
Q2 | $18.3M | Buy |
133,663
+11,925
| +10% | +$1.63M | 8.21% | 1 |
|
|
2021
Q1 | $16M | Buy |
+121,738
| New | +$16M | 9.32% | 1 |
|