CCWM
Cassaday & Co Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.9M | Buy |
204,268
+12,165
| +6% | +$2.5M | 1.05% | 16 |
|
|
2025
Q1 | $42.7M | Buy |
192,103
+2,492
| +1% | +$554K | 1.2% | 14 |
|
|
2024
Q4 | $47.5M | Sell |
189,611
-424
| -0.2% | -$106K | 1.3% | 15 |
|
|
2024
Q3 | $44.3M | Sell |
190,035
-5,736
| -3% | -$1.34M | 1.25% | 14 |
|
|
2024
Q2 | $41.2M | Buy |
195,771
+8,071
| +4% | +$1.7M | 1.3% | 14 |
|
|
2024
Q1 | $32.2M | Sell |
187,700
-6,579
| -3% | -$1.13M | 1.05% | 14 |
|
|
2023
Q4 | $37.4M | Buy |
194,279
+209
| +0.1% | +$40.2K | 1.3% | 14 |
|
|
2023
Q3 | $33.2M | Sell |
194,070
-6,565
| -3% | -$1.12M | 1.39% | 12 |
|
|
2023
Q2 | $38.9M | Sell |
200,635
-5,480
| -3% | -$1.06M | 1.54% | 12 |
|
|
2023
Q1 | $34M | Sell |
206,115
-2,295
| -1% | -$378K | 1.45% | 12 |
|
|
2022
Q4 | $27.1M | Buy |
+208,410
| New | +$27.1M | 1.25% | 14 |
|