Cardinal Point Capital Management’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
$48.7M Buy
2025
Q1
$53.2M Buy
2024
Q4
$8.77M Buy
2024
Q3
$6.69M Buy
2024
Q2
$5.99M Buy
2024
Q1
$4.72M Buy
2023
Q4
$4.66M Sell
2023
Q3
$4.26M Buy
2023
Q2
$4.49M Sell
2023
Q1
$4.74M Buy
2022
Q4
$3.61M Buy