Cassia Capital Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.71M Buy
2025
Q2
$2.05M Sell
2025
Q1
$2.24M Buy
2024
Q4
$2.48M Buy
2024
Q3
$1.34M Sell
2024
Q2
$1.28M Sell
2024
Q1
$1.1M Buy
2023
Q4
$1M Buy
2023
Q3
$892K Buy
2023
Q2
$999K Buy
2023
Q1
$809K Sell
2022
Q4
$651K Buy
2022
Q3
$557K Buy
2022
Q2
$548K Buy
2022
Q1
$602K Buy
2021
Q4
$594K Sell
2021
Q3
$3.78M Buy
2021
Q2
$422K Buy
2021
Q1
$357K Buy
2020
Q4
$381K Buy