CFP
Catalyst Financial Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8M | Buy |
101,370
+1,663
| +2% | +$341K | 2.27% | 8 |
|
|
2025
Q1 | $22.1M | Buy |
99,707
+715
| +0.7% | +$159K | 4.08% | 5 |
|
|
2024
Q4 | $24.8M | Buy |
98,992
+2,403
| +2% | +$602K | 4.66% | 5 |
|
|
2024
Q3 | $22.5M | Buy |
96,589
+3,935
| +4% | +$917K | 4.4% | 5 |
|
|
2024
Q2 | $19.5M | Buy |
92,654
+5,885
| +7% | +$1.24M | 4.29% | 5 |
|
|
2024
Q1 | $14.6M | Buy |
86,769
+1,043
| +1% | +$175K | 3.75% | 5 |
|
|
2023
Q4 | $16.5M | Buy |
85,726
+2,512
| +3% | +$484K | 4.66% | 5 |
|
|
2023
Q3 | $14.2M | Buy |
83,214
+20,027
| +32% | +$3.43M | 4.6% | 4 |
|
|
2023
Q2 | $12.3M | Buy |
63,187
+5,334
| +9% | +$1.03M | 4.37% | 4 |
|
|
2023
Q1 | $9.54M | Buy |
57,853
+7,851
| +16% | +$1.29M | 4.08% | 5 |
|
|
2022
Q4 | $6.5M | Buy |
+50,002
| New | +$6.5M | 3.34% | 6 |
|