Capital Performance Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Sell |
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|
2025
Q1 | $22.6M | Buy |
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|
2024
Q4 | $17.1M | Buy |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $13.4M | Buy |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $11.5M | Buy |
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|
2023
Q3 | $9.53M | Sell |
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|
2023
Q2 | $11.3M | Buy |
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|
2023
Q1 | $9.46M | Buy |
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|
2022
Q4 | $7.28M | Sell |
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|
2022
Q3 | $8.19M | Sell |
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|
2022
Q2 | $8.14M | Sell |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $9.82M | Buy |
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