Cardinal Strategic Wealth Guidance’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
$3.11M Sell
2025
Q2
$2.7M Sell
2025
Q1
$2.96M Sell
2024
Q4
$3.91M Buy
2024
Q3
$3.53M Buy
2024
Q2
$3.1M Buy
2024
Q1
$2.41M Sell
2023
Q4
$3.6M Sell
2023
Q3
$3.22M Sell
2023
Q2
$3.66M Sell
2023
Q1
$3.12M Sell
2022
Q4
$2.75M Sell
2022
Q3
$3.06M Sell
2022
Q2
$3.07M Sell
2022
Q1
$4.13M Sell
2021
Q4
$4.41M Sell
2021
Q3
$3.6M Buy
2021
Q2
$3.48M Sell
2021
Q1
$3.17M Sell
2020
Q4
$3.77M Sell
2020
Q3
$3.42M Sell
2020
Q2
$3.05M Sell
2020
Q1
$2.39M Sell
2019
Q4
$3.26M Buy