CSIA
Carl Stuart Investment Advisor’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
1,070
+63
| +6% | +$12.9K | 0.11% | 17 |
|
|
2025
Q1 | $224K | Sell |
1,007
-209
| -17% | -$46.4K | 0.13% | 14 |
|
|
2024
Q4 | $304K | Buy |
1,216
+1
| +0.1% | +$250 | 0.16% | 14 |
|
|
2024
Q3 | $283K | Hold |
1,215
| – | – | 0.16% | 13 |
|
|
2024
Q2 | $256K | Buy |
1,215
+26
| +2% | +$5.47K | 0.16% | 12 |
|
|
2024
Q1 | $204K | Sell |
1,189
-9,098
| -88% | -$1.56M | 0.13% | 15 |
|
|
2023
Q4 | $1.98M | Buy |
10,287
+9
| +0.1% | +$1.73K | 1.33% | 7 |
|
|
2023
Q3 | $1.79M | Buy |
10,278
+9
| +0.1% | +$1.56K | 1.44% | 7 |
|
|
2023
Q2 | $1.99M | Buy |
10,269
+10
| +0.1% | +$1.94K | 1.53% | 6 |
|
|
2023
Q1 | $60.6K | Buy |
10,259
+10
| +0.1% | +$59 | 0.06% | 37 |
|
|
2022
Q4 | $1.33M | Buy |
10,249
+11
| +0.1% | +$1.43K | 1.23% | 7 |
|
|
2022
Q3 | $1.5M | Buy |
10,238
+10
| +0.1% | +$1.46K | 1.33% | 7 |
|
|
2022
Q2 | $1.5M | Buy |
+10,228
| New | +$1.5M | 1.3% | 6 |
|
|
2022
Q1 | – | Sell |
-12,180
| Closed | -$2.16M | – | 97 |
|
|
2021
Q4 | $2.16M | Buy |
+12,180
| New | +$2.16M | 1.57% | 6 |
|