Cascade Financial Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7M | Buy |
203,185
+8,453
| +4% | +$1.73M | 5.01% | 2 |
|
|
2025
Q1 | $43.3M | Buy |
194,732
+6,801
| +4% | +$1.51M | 5.45% | 2 |
|
|
2024
Q4 | $47.1M | Buy |
187,931
+942
| +0.5% | +$236K | 6.13% | 2 |
|
|
2024
Q3 | $44.1M | Sell |
186,989
-1,795
| -1% | -$423K | 5.53% | 2 |
|
|
2024
Q2 | $39.8M | Sell |
188,784
-357
| -0.2% | -$75.2K | 5.23% | 2 |
|
|
2024
Q1 | $33.4M | Buy |
+189,141
| New | +$33.4M | 4.81% | 2 |
|