CA
Carson Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Sell |
19,340
-788
| -4% | -$162K | 2.52% | 7 |
|
|
2025
Q1 | $4.47M | Sell |
20,128
-672
| -3% | -$149K | 3.01% | 5 |
|
|
2024
Q4 | $5.21M | Sell |
20,800
-1,681
| -7% | -$421K | 3.62% | 4 |
|
|
2024
Q3 | $5.24M | Sell |
22,481
-1,614
| -7% | -$376K | 3.29% | 4 |
|
|
2024
Q2 | $5.07M | Buy |
24,095
+409
| +2% | +$86.1K | 3.56% | 4 |
|
|
2024
Q1 | $4.06M | Sell |
23,686
-287
| -1% | -$49.2K | 2.86% | 5 |
|
|
2023
Q4 | $4.62M | Buy |
23,973
+706
| +3% | +$136K | 3.59% | 4 |
|
|
2023
Q3 | $3.98M | Buy |
23,267
+1,011
| +5% | +$173K | 3.49% | 4 |
|
|
2023
Q2 | $4.32M | Buy |
22,256
+1,197
| +6% | +$232K | 3.65% | 4 |
|
|
2023
Q1 | $3.47M | Sell |
21,059
-1,494
| -7% | -$246K | 3.09% | 6 |
|
|
2022
Q4 | $2.93M | Buy |
22,553
+878
| +4% | +$114K | 2.81% | 6 |
|
|
2022
Q3 | $3M | Sell |
21,675
-819
| -4% | -$113K | 3.32% | 5 |
|
|
2022
Q2 | $3.08M | Buy |
22,494
+1,591
| +8% | +$217K | 3.43% | 5 |
|
|
2022
Q1 | $3.65M | Sell |
20,903
-333
| -2% | -$58.1K | 3.63% | 5 |
|
|
2021
Q4 | $3.77M | Buy |
+21,236
| New | +$3.77M | 3.82% | 3 |
|