CWM
CarsonAllaria Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
12,985
-13
| -0.1% | -$2.67K | 1.43% | 19 |
|
|
2025
Q1 | $2.89M | Buy |
12,998
+94
| +0.7% | +$20.9K | 1.67% | 18 |
|
|
2024
Q4 | $3.23M | Sell |
12,904
-389
| -3% | -$97.4K | 1.85% | 17 |
|
|
2024
Q3 | $3.1M | Buy |
13,293
+149
| +1% | +$34.7K | 1.78% | 18 |
|
|
2024
Q2 | $2.77M | Sell |
13,144
-75
| -0.6% | -$15.8K | 1.69% | 18 |
|
|
2024
Q1 | $2.27M | Buy |
13,219
+3,449
| +35% | +$591K | 1.43% | 19 |
|
|
2023
Q4 | $1.88M | Buy |
9,770
+1,178
| +14% | +$227K | 1.35% | 21 |
|
|
2023
Q3 | $1.47M | Sell |
8,592
-194
| -2% | -$33.2K | 1.2% | 22 |
|
|
2023
Q2 | $1.7M | Buy |
8,786
+262
| +3% | +$50.8K | 1.34% | 20 |
|
|
2023
Q1 | $1.41M | Buy |
8,524
+307
| +4% | +$50.6K | 1.18% | 21 |
|
|
2022
Q4 | $1.07M | Buy |
8,217
+481
| +6% | +$62.5K | 0.93% | 21 |
|
|
2022
Q3 | $1.07M | Buy |
7,736
+35
| +0.5% | +$4.84K | 0.99% | 21 |
|
|
2022
Q2 | $1.05M | Buy |
7,701
+5
| +0.1% | +$684 | 0.98% | 21 |
|
|
2022
Q1 | $1.34M | Sell |
7,696
-1,136
| -13% | -$198K | 1.2% | 21 |
|
|
2021
Q4 | $1.57M | Buy |
+8,832
| New | +$1.57M | 1.39% | 21 |
|