CAGAS
Capital Advisory Group Advisory Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
7,979
-2,344
| -23% | -$481K | 0.59% | 51 |
|
|
2025
Q1 | $2.29M | Sell |
10,323
-4,593
| -31% | -$1.02M | 0.88% | 41 |
|
|
2024
Q4 | $3.74M | Buy |
14,916
+392
| +3% | +$98.2K | 1.34% | 14 |
|
|
2024
Q3 | $3.38M | Sell |
14,524
-13
| -0.1% | -$3.03K | 1.35% | 18 |
|
|
2024
Q2 | $3.06M | Buy |
14,537
+251
| +2% | +$52.9K | 1.31% | 18 |
|
|
2024
Q1 | $2.45M | Sell |
14,286
-585
| -4% | -$100K | 1.16% | 24 |
|
|
2023
Q4 | $2.86M | Buy |
14,871
+1,168
| +9% | +$225K | 1.53% | 14 |
|
|
2023
Q3 | $2.35M | Sell |
13,703
-726
| -5% | -$124K | 1.33% | 18 |
|
|
2023
Q2 | $2.8M | Buy |
14,429
+844
| +6% | +$164K | 2% | 16 |
|
|
2023
Q1 | $2.24M | Buy |
13,585
+100
| +0.7% | +$16.5K | 1.35% | 20 |
|
|
2022
Q4 | $1.75M | Sell |
13,485
-456
| -3% | -$59.3K | 1.19% | 25 |
|
|
2022
Q3 | $1.93M | Buy |
13,941
+134
| +1% | +$18.5K | 1.34% | 21 |
|
|
2022
Q2 | $2.13M | Buy |
13,807
+677
| +5% | +$105K | 1.27% | 20 |
|
|
2022
Q1 | $2.29M | Sell |
13,130
-908
| -6% | -$159K | 1.06% | 27 |
|
|
2021
Q4 | $2.49M | Sell |
14,038
-13,189
| -48% | -$2.34M | 1.08% | 26 |
|
|
2021
Q3 | $3.85M | Buy |
27,227
+98
| +0.4% | +$13.9K | 1.4% | 16 |
|
|
2021
Q2 | $3.72M | Sell |
27,129
-1,980
| -7% | -$271K | 1.35% | 18 |
|
|
2021
Q1 | $3.56M | Sell |
29,109
-1,837
| -6% | -$224K | 1.38% | 16 |
|
|
2020
Q4 | $4.11M | Buy |
30,946
+735
| +2% | +$97.5K | 1.72% | 15 |
|
|
2020
Q3 | $3.5M | Buy |
30,211
+22,935
| +315% | +$2.66M | 1.81% | 16 |
|
|
2020
Q2 | $2.65M | Buy |
7,276
+1,245
| +21% | +$454K | 1.48% | 20 |
|
|
2020
Q1 | $1.53M | Sell |
6,031
-3,372
| -36% | -$855K | 1.9% | 17 |
|
|
2019
Q4 | $2.77M | Buy |
9,403
+2,672
| +40% | +$787K | 1.46% | 18 |
|
|
2019
Q3 | $1.51M | Sell |
6,731
-713
| -10% | -$160K | 1% | 24 |
|
|
2019
Q2 | $1.48M | Sell |
7,444
-306
| -4% | -$60.8K | 0.99% | 24 |
|
|
2019
Q1 | $1.47M | Sell |
7,750
-1,220
| -14% | -$232K | 1.05% | 22 |
|
|
2018
Q4 | $1.42M | Buy |
8,970
+2,757
| +44% | +$435K | 1.1% | 19 |
|
|
2018
Q3 | $1.4M | Buy |
6,213
+569
| +10% | +$128K | 0.94% | 21 |
|
|
2018
Q2 | $1.05M | Buy |
5,644
+38
| +0.7% | +$7.05K | 0.76% | 23 |
|
|
2018
Q1 | $938K | Buy |
+5,606
| New | +$938K | 0.69% | 25 |
|