CPA
Capital Performance Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Sell |
101,596
-190
| -0.2% | -$39K | 4.09% | 7 |
|
|
2025
Q1 | $22.6M | Buy |
101,786
+33,308
| +49% | +$7.4M | 4.96% | 4 |
|
|
2024
Q4 | $17.1M | Buy |
68,478
+2,453
| +4% | +$614K | 5.48% | 5 |
|
|
2024
Q3 | $15.4M | Buy |
66,025
+2,636
| +4% | +$614K | 4.68% | 5 |
|
|
2024
Q2 | $13.4M | Buy |
63,389
+4,539
| +8% | +$956K | 5.07% | 5 |
|
|
2024
Q1 | $10.1M | Sell |
58,850
-926
| -2% | -$159K | 3.86% | 6 |
|
|
2023
Q4 | $11.5M | Buy |
59,776
+4,115
| +7% | +$792K | 4.97% | 5 |
|
|
2023
Q3 | $9.53M | Sell |
55,661
-2,450
| -4% | -$419K | 4.85% | 6 |
|
|
2023
Q2 | $11.3M | Buy |
58,111
+750
| +1% | +$145K | 5.56% | 5 |
|
|
2023
Q1 | $9.46M | Buy |
57,361
+1,345
| +2% | +$222K | 5.08% | 6 |
|
|
2022
Q4 | $7.28M | Sell |
56,016
-3,277
| -6% | -$426K | 4.18% | 7 |
|
|
2022
Q3 | $8.19M | Sell |
59,293
-268
| -0.4% | -$37K | 5.29% | 6 |
|
|
2022
Q2 | $8.14M | Sell |
59,561
-4,491
| -7% | -$614K | 5% | 6 |
|
|
2022
Q1 | $11.2M | Buy |
64,052
+2,372
| +4% | +$414K | 6.38% | 5 |
|
|
2021
Q4 | $9.82M | Buy |
+61,680
| New | +$9.82M | 5.94% | 5 |
|