Cardinal Strategic Wealth Guidance’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
13,157
-156
| -1% | -$32K | 0.78% | 19 |
|
|
2025
Q1 | $2.96M | Sell |
13,313
-2,305
| -15% | -$512K | 0.94% | 17 |
|
|
2024
Q4 | $3.91M | Buy |
15,618
+486
| +3% | +$122K | 1.25% | 14 |
|
|
2024
Q3 | $3.53M | Buy |
15,132
+392
| +3% | +$91.3K | 1.15% | 15 |
|
|
2024
Q2 | $3.1M | Buy |
14,740
+659
| +5% | +$139K | 1.12% | 15 |
|
|
2024
Q1 | $2.41M | Sell |
14,081
-4,604
| -25% | -$789K | 0.91% | 17 |
|
|
2023
Q4 | $3.6M | Sell |
18,685
-106
| -0.6% | -$20.4K | 1.43% | 14 |
|
|
2023
Q3 | $3.22M | Sell |
18,791
-170
| -0.9% | -$29.1K | 1.49% | 11 |
|
|
2023
Q2 | $3.66M | Sell |
18,961
-25
| -0.1% | -$4.83K | 1.63% | 11 |
|
|
2023
Q1 | $3.12M | Sell |
18,986
-2,173
| -10% | -$357K | 1.45% | 11 |
|
|
2022
Q4 | $2.75M | Sell |
21,159
-875
| -4% | -$114K | 1.32% | 16 |
|
|
2022
Q3 | $3.06M | Sell |
22,034
-338
| -2% | -$47K | 1.63% | 11 |
|
|
2022
Q2 | $3.07M | Sell |
22,372
-1,199
| -5% | -$164K | 1.56% | 12 |
|
|
2022
Q1 | $4.13M | Sell |
23,571
-1,241
| -5% | -$217K | 1.89% | 12 |
|
|
2021
Q4 | $4.41M | Sell |
24,812
-626
| -2% | -$111K | 2.06% | 12 |
|
|
2021
Q3 | $3.6M | Buy |
25,438
+13
| +0.1% | +$1.84K | 1.89% | 12 |
|
|
2021
Q2 | $3.48M | Sell |
25,425
-596
| -2% | -$81.6K | 1.83% | 13 |
|
|
2021
Q1 | $3.17M | Sell |
26,021
-2,338
| -8% | -$285K | 1.86% | 14 |
|
|
2020
Q4 | $3.77M | Sell |
28,359
-1,219
| -4% | -$162K | 2.24% | 10 |
|
|
2020
Q3 | $3.42M | Sell |
29,578
-3,850
| -12% | -$445K | 2.42% | 10 |
|
|
2020
Q2 | $3.05M | Sell |
33,428
-4,172
| -11% | -$380K | 2.27% | 10 |
|
|
2020
Q1 | $2.39M | Sell |
37,600
-6,860
| -15% | -$436K | 2.19% | 8 |
|
|
2019
Q4 | $3.26M | Buy |
+44,460
| New | +$3.26M | 2.81% | 7 |
|