CapWealth 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
Q3 | $19.2M | Sell |
|
|||||
|
2025
Q2 | $15.7M | Sell |
|
|||||
|
2025
Q1 | $17.3M | Sell |
|
|||||
|
2024
Q4 | $19.6M | Sell |
|
|||||
|
2024
Q3 | $18.6M | Sell |
|
|||||
|
2024
Q2 | $18.8M | Sell |
|
|||||
|
2024
Q1 | $23.4M | Sell |
|
|||||
|
2023
Q4 | $34M | Sell |
|
|||||
|
2023
Q3 | $30.8M | Sell |
|
|||||
|
2023
Q2 | $38M | Sell |
|
|||||
|
2023
Q1 | $33.6M | Sell |
|
|||||
|
2022
Q4 | $29.9M | Buy |
|
|||||
|
2022
Q3 | $31.7M | Sell |
|
|||||
|
2022
Q2 | $31.8M | Buy |
|
|||||
|
2022
Q1 | $39.2M | Sell |
|
|||||
|
2021
Q4 | $40.5M | Sell |
|
|||||
|
2021
Q3 | $33M | Sell |
|
|||||
|
2021
Q2 | $40.9M | Sell |
|
|||||
|
2021
Q1 | $36.9M | Sell |
|
|||||
|
2020
Q4 | $43.8M | Sell |
|
|||||
|
2020
Q3 | $38.9M | Sell |
|
|||||
|
2020
Q2 | $39.4M | Sell |
|
|||||
|
2020
Q1 | $33.8M | Sell |
|
|||||
|
2019
Q4 | $40.9M | Sell |
|
|||||
|
2019
Q3 | $32.4M | Buy |
|
|||||
|
2019
Q2 | $28.1M | Buy |
|
|||||
|
2019
Q1 | $26.8M | Buy |
|
|||||
|
2018
Q4 | $22M | Buy |
|
|||||
|
2018
Q3 | $28.2M | Sell |
|
|||||
|
2018
Q2 | $23.3M | Buy |
|
|||||
|
2018
Q1 | $21M | Sell |
|
|||||
|
2017
Q4 | $24M | Buy |
|
|||||
|
2017
Q3 | $21.7M | Sell |
|
|||||
|
2017
Q2 | $20.4M | Sell |
|
|||||
|
2017
Q1 | $20.7M | Sell |
|
|||||
|
2016
Q4 | $16.7M | Buy |
|
|||||
|
2016
Q3 | $16.3M | Sell |
|
|||||
|
2016
Q2 | $14.1M | Buy |
|
|||||
|
2016
Q1 | $16M | Sell |
|
|||||
|
2015
Q4 | $15.5M | Sell |
|
|||||
|
2015
Q3 | $16.4M | Sell |
|
|||||
|
2015
Q2 | $18.8M | Buy |
|
|||||
|
2015
Q1 | $18M | Sell |
|
|||||
|
2014
Q4 | $16M | Sell |
|
|||||
|
2014
Q3 | $14.7M | Buy |
|
|||||
|
2014
Q2 | $13.2M | Buy |
|
|||||
|
2014
Q1 | $10.3M | Buy |
|
|||||
|
2013
Q4 | $10.6M | Sell |
|
|||||
|
2013
Q3 | $10M | Buy |
|
|||||
|
2013
Q2 | $8.1M | Buy |
|