CSWM
Cassady Schiller Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.38M | Sell |
21,481
-1,026
| -5% | -$257K | 1.97% | 7 |
|
|
2024
Q3 | $5.24M | Buy |
22,507
+73
| +0.3% | +$17K | 1.92% | 7 |
|
|
2024
Q2 | $4.73M | Sell |
22,434
-259
| -1% | -$54.6K | 1.92% | 10 |
|
|
2024
Q1 | $3.89M | Sell |
22,693
-39
| -0.2% | -$6.69K | 1.74% | 11 |
|
|
2023
Q4 | $4.38M | Sell |
22,732
-237
| -1% | -$45.7K | 2.2% | 9 |
|
|
2023
Q3 | $3.93M | Sell |
22,969
-109
| -0.5% | -$18.7K | 2.18% | 10 |
|
|
2023
Q2 | $4.48M | Sell |
23,078
-275
| -1% | -$53.3K | 2.43% | 5 |
|
|
2023
Q1 | $3.85M | Sell |
23,353
-194
| -0.8% | -$32K | 1.81% | 9 |
|
|
2022
Q4 | $3.06M | Sell |
23,547
-3,452
| -13% | -$449K | 1.88% | 9 |
|
|
2022
Q3 | $3.73M | Buy |
26,999
+1,801
| +7% | +$249K | 2.15% | 9 |
|
|
2022
Q2 | $3.45M | Sell |
25,198
-123
| -0.5% | -$16.8K | 1.81% | 12 |
|
|
2022
Q1 | $4.42M | Buy |
25,321
+295
| +1% | +$51.5K | 2.13% | 9 |
|
|
2021
Q4 | $4.44M | Buy |
+25,026
| New | +$4.44M | 2.67% | 10 |
|