CIA
Cascade Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
18,463
-612
| -3% | -$126K | 2.43% | 3 |
|
|
2025
Q1 | $4.24M | Sell |
19,075
-350
| -2% | -$77.7K | 2.86% | 1 |
|
|
2024
Q4 | $4.86M | Sell |
19,425
-178
| -0.9% | -$44.6K | 3.12% | 1 |
|
|
2024
Q3 | $4.57M | Sell |
19,603
-265
| -1% | -$61.7K | 2.91% | 2 |
|
|
2024
Q2 | $4.18M | Sell |
19,868
-760
| -4% | -$160K | 2.82% | 2 |
|
|
2024
Q1 | $3.54M | Sell |
20,628
-1,610
| -7% | -$276K | 2.3% | 2 |
|
|
2023
Q4 | $4.28M | Sell |
22,238
-3,028
| -12% | -$583K | 3.05% | 1 |
|
|
2023
Q3 | $4.33M | Sell |
25,266
-2,183
| -8% | -$374K | 3.42% | 1 |
|
|
2023
Q2 | $5.32M | Buy |
27,449
+105
| +0.4% | +$20.4K | 3.98% | 1 |
|
|
2023
Q1 | $4.51M | Buy |
27,344
+22
| +0.1% | +$3.63K | 3.57% | 1 |
|
|
2022
Q4 | $3.55M | Sell |
27,322
-145
| -0.5% | -$18.8K | 2.96% | 1 |
|
|
2022
Q3 | $4.21M | Sell |
27,467
-120
| -0.4% | -$18.4K | 3.62% | 1 |
|
|
2022
Q2 | $3.77M | Buy |
27,587
+466
| +2% | +$63.7K | 2.96% | 1 |
|
|
2022
Q1 | $4.74M | Sell |
27,121
-3,772
| -12% | -$659K | 2.88% | 1 |
|
|
2021
Q4 | $5.49M | Sell |
30,893
-415
| -1% | -$73.7K | 3.21% | 1 |
|
|
2021
Q3 | $4.43M | Sell |
31,308
-445
| -1% | -$63K | 2.89% | 1 |
|
|
2021
Q2 | $4.35M | Sell |
31,753
-1,625
| -5% | -$223K | 2.74% | 1 |
|
|
2021
Q1 | $4.08M | Buy |
33,378
+489
| +1% | +$59.7K | 2.65% | 1 |
|
|
2020
Q4 | $4.36M | Sell |
32,889
-1,978
| -6% | -$262K | 3.2% | 1 |
|
|
2020
Q3 | $4.04M | Buy |
34,867
+25,161
| +259% | +$2.91M | 3.43% | 1 |
|
|
2020
Q2 | $3.54M | Sell |
9,706
-410
| -4% | -$150K | 3.34% | 2 |
|
|
2020
Q1 | $2.57M | Sell |
10,116
-1,420
| -12% | -$361K | 2.84% | 3 |
|
|
2019
Q4 | $3.39M | Sell |
11,536
-18,588
| -62% | -$5.46M | 2.59% | 3 |
|
|
2019
Q3 | $6.75M | Buy |
30,124
+17,981
| +148% | +$4.03M | 5.21% | 1 |
|
|
2019
Q2 | $2.4M | Sell |
12,143
-35
| -0.3% | -$6.93K | 2.04% | 5 |
|
|
2019
Q1 | $2.31M | Buy |
12,178
+35
| +0.3% | +$6.65K | 2.07% | 5 |
|
|
2018
Q4 | $1.92M | Buy |
12,143
+835
| +7% | +$132K | 1.94% | 6 |
|
|
2018
Q3 | $2.55M | Sell |
11,308
-75
| -0.7% | -$16.9K | 2.16% | 5 |
|
|
2018
Q2 | $2.11M | Sell |
11,383
-19,945
| -64% | -$3.69M | 1.88% | 5 |
|
|
2018
Q1 | $5.26M | Buy |
31,328
+18,030
| +136% | +$3.03M | 4.14% | 2 |
|
|
2017
Q4 | $2.25M | Sell |
13,298
-110
| -0.8% | -$18.6K | 1.78% | 5 |
|
|
2017
Q3 | $2.07M | Sell |
13,408
-25
| -0.2% | -$3.85K | 1.72% | 6 |
|
|
2017
Q2 | $1.93M | Sell |
13,433
-1,475
| -10% | -$212K | 1.65% | 8 |
|
|
2017
Q1 | $2.14M | Sell |
14,908
-18,275
| -55% | -$2.63M | 1.88% | 6 |
|
|
2016
Q4 | $3.84M | Buy |
+33,183
| New | +$3.84M | 3.27% | 2 |
|
|
2016
Q2 | $1.42M | Buy |
+14,808
| New | +$1.42M | 1.36% | 31 |
|