CBIZ Investment Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Buy |
17,772
+13
| +0.1% | +$2.67K | 0.16% | 16 |
|
|
2025
Q1 | $3.94M | Buy |
17,759
+716
| +4% | +$159K | 0.19% | 16 |
|
|
2024
Q4 | $4.27M | Sell |
17,043
-280
| -2% | -$70.1K | 0.21% | 17 |
|
|
2024
Q3 | $4.04M | Sell |
17,323
-3,114
| -15% | -$726K | 0.21% | 18 |
|
|
2024
Q2 | $4.3M | Buy |
20,437
+1,696
| +9% | +$357K | 0.24% | 17 |
|
|
2024
Q1 | $3.21M | Sell |
18,741
-657
| -3% | -$113K | 0.22% | 18 |
|
|
2023
Q4 | $3.73M | Buy |
19,398
+2,154
| +12% | +$415K | 0.28% | 18 |
|
|
2023
Q3 | $2.95M | Sell |
17,244
-70
| -0.4% | -$12K | 0.27% | 15 |
|
|
2023
Q2 | $3.36M | Sell |
17,314
-420
| -2% | -$81.5K | 0.29% | 15 |
|
|
2023
Q1 | $2.92M | Buy |
+17,734
| New | +$2.92M | 0.26% | 15 |
|
|
2022
Q3 | – | Sell |
-18,408
| Closed | -$2.52M | – | 27 |
|
|
2022
Q2 | $2.52M | Sell |
18,408
-1,974
| -10% | -$270K | 0.23% | 19 |
|
|
2022
Q1 | $3.56M | Buy |
20,382
+2,026
| +11% | +$354K | 0.29% | 7 |
|
|
2021
Q4 | $3.26M | Buy |
+18,356
| New | +$3.26M | 0.25% | 17 |
|
|
2021
Q3 | – | Hold |
0
| – | -$2.99M | – | 16 |
|
|
2021
Q2 | – | Hold |
0
| – | -$2.98M | – | 14 |
|
|
2021
Q1 | – | Hold |
0
| – | -$3.66M | – | 19 |
|
|
2020
Q4 | – | Hold |
0
| – | -$3.33M | – | 11 |
|
|
2020
Q3 | – | Hold |
0
| – | -$2.77M | – | 11 |
|
|
2020
Q2 | – | Hold |
0
| – | -$2.07M | – | 11 |
|
|
2020
Q1 | – | Hold |
0
| – | -$2.5M | – | 10 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 10 |
|