Cardinal Point Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.7M | Buy |
237,427
+201,460
| +560% | +$41.3M | 3.86% | 5 |
|
|
2025
Q1 | $53.2M | Buy |
35,967
+936
| +3% | +$1.38M | 4.89% | 4 |
|
|
2024
Q4 | $8.77M | Buy |
35,031
+6,329
| +22% | +$1.58M | 1.39% | 13 |
|
|
2024
Q3 | $6.69M | Buy |
28,702
+245
| +0.9% | +$57.1K | 1.11% | 15 |
|
|
2024
Q2 | $5.99M | Buy |
28,457
+955
| +3% | +$201K | 1.04% | 15 |
|
|
2024
Q1 | $4.72M | Buy |
27,502
+3,290
| +14% | +$564K | 0.9% | 16 |
|
|
2023
Q4 | $4.66M | Sell |
24,212
-691
| -3% | -$133K | 1.13% | 13 |
|
|
2023
Q3 | $4.26M | Buy |
24,903
+1,551
| +7% | +$266K | 1.12% | 11 |
|
|
2023
Q2 | $4.49M | Sell |
23,352
-5,422
| -19% | -$1.04M | 1.35% | 10 |
|
|
2023
Q1 | $4.74M | Buy |
28,774
+1,014
| +4% | +$167K | 1.44% | 9 |
|
|
2022
Q4 | $3.61M | Buy |
+27,760
| New | +$3.61M | 1.25% | 12 |
|