CISOA
Capital Investment Services of America’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
7,954
-615
| -7% | -$126K | 0.15% | 53 |
|
|
2025
Q1 | $1.9M | Sell |
8,569
-185
| -2% | -$41.1K | 0.19% | 52 |
|
|
2024
Q4 | $2.19M | Sell |
8,754
-67
| -0.8% | -$16.8K | 0.21% | 49 |
|
|
2024
Q3 | $2.06M | Sell |
8,821
-244
| -3% | -$56.9K | 0.2% | 52 |
|
|
2024
Q2 | $1.91M | Sell |
9,065
-100
| -1% | -$21.1K | 0.18% | 51 |
|
|
2024
Q1 | $1.57M | Hold |
9,165
| – | – | 0.15% | 52 |
|
|
2023
Q4 | $1.76M | Sell |
9,165
-773
| -8% | -$149K | 0.19% | 52 |
|
|
2023
Q3 | $1.7M | Buy |
9,938
+243
| +3% | +$41.6K | 0.2% | 51 |
|
|
2023
Q2 | $1.88M | Sell |
9,695
-63
| -0.6% | -$12.2K | 0.21% | 50 |
|
|
2023
Q1 | $1.61M | Sell |
9,758
-725
| -7% | -$120K | 0.19% | 50 |
|
|
2022
Q4 | $1.36M | Hold |
10,483
| – | – | 0.18% | 51 |
|
|
2022
Q3 | $1.45M | Buy |
10,483
+700
| +7% | +$96.8K | 0.2% | 52 |
|
|
2022
Q2 | $1.34M | Buy |
9,783
+560
| +6% | +$76.6K | 0.17% | 52 |
|
|
2022
Q1 | $1.64M | Hold |
9,223
| – | – | 0.15% | 54 |
|
|
2021
Q4 | $1.64M | Sell |
9,223
-414
| -4% | -$73.5K | 0.15% | 54 |
|
|
2021
Q3 | $1.36M | Hold |
9,637
| – | – | 0.13% | 53 |
|
|
2021
Q2 | $1.32M | Buy |
9,637
+280
| +3% | +$38.4K | 0.13% | 53 |
|
|
2021
Q1 | $1.14M | Hold |
9,357
| – | – | 0.12% | 54 |
|
|
2020
Q4 | $1.24M | Buy |
9,357
+1,020
| +12% | +$135K | 0.13% | 51 |
|
|
2020
Q3 | $966K | Buy |
8,337
+5,919
| +245% | +$686K | 0.12% | 50 |
|
|
2020
Q2 | $882K | Hold |
2,418
| – | – | 0.11% | 50 |
|
|
2020
Q1 | $615K | Sell |
2,418
-70
| -3% | -$17.8K | 0.1% | 51 |
|
|
2019
Q4 | $731K | Buy |
2,488
+70
| +3% | +$20.6K | 0.1% | 52 |
|
|
2019
Q3 | $542K | Sell |
2,418
-200
| -8% | -$44.8K | 0.08% | 53 |
|
|
2019
Q2 | $518K | Sell |
2,618
-100
| -4% | -$19.8K | 0.08% | 53 |
|
|
2019
Q1 | $516K | Sell |
2,718
-1
| -0% | -$190 | 0.08% | 49 |
|
|
2018
Q4 | $429K | Buy |
2,719
+16
| +0.6% | +$2.52K | 0.08% | 56 |
|
|
2018
Q3 | $610K | Buy |
2,703
+245
| +10% | +$55.3K | 0.09% | 53 |
|
|
2018
Q2 | $455K | Buy |
2,458
+17
| +0.7% | +$3.15K | 0.07% | 55 |
|
|
2018
Q1 | $410K | Buy |
2,441
+190
| +8% | +$31.9K | 0.06% | 58 |
|
|
2017
Q4 | $381K | Buy |
2,251
+80
| +4% | +$13.5K | 0.06% | 61 |
|
|
2017
Q3 | $335K | Buy |
2,171
+101
| +5% | +$15.6K | 0.06% | 62 |
|
|
2017
Q2 | $298K | Hold |
2,070
| – | – | 0.05% | 63 |
|
|
2017
Q1 | $297K | Sell |
2,070
-100
| -5% | -$14.3K | 0.05% | 64 |
|
|
2016
Q4 | $251K | Hold |
2,170
| – | – | 0.05% | 64 |
|
|
2016
Q3 | $245K | Hold |
2,170
| – | – | 0.05% | 64 |
|
|
2016
Q2 | $207K | Hold |
2,170
| – | – | 0.04% | 65 |
|
|
2016
Q1 | $237K | Sell |
2,170
-500
| -19% | -$54.6K | 0.05% | 63 |
|
|
2015
Q4 | $281K | Hold |
2,670
| – | – | 0.05% | 62 |
|
|
2015
Q3 | $295K | Hold |
2,670
| – | – | 0.07% | 53 |
|
|
2015
Q2 | $335K | Hold |
2,670
| – | – | 0.08% | 52 |
|
|
2015
Q1 | $332K | Hold |
2,670
| – | – | 0.08% | 50 |
|
|
2014
Q4 | $295K | Hold |
2,670
| – | – | 0.07% | 53 |
|
|
2014
Q3 | $269K | Buy |
+2,670
| New | +$269K | 0.07% | 49 |
|