CCG Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $3.43M | Sell |
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|
2024
Q3 | $3.2M | Sell |
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|
2024
Q2 | $2.9M | Buy |
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|
2024
Q1 | $1.94M | Buy |
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|
2023
Q4 | $1.99M | Sell |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $2.26M | Sell |
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|
2023
Q1 | $2.16M | Sell |
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|
2022
Q4 | $2.14M | Buy |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | $2.18M | Sell |
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $665K | Buy |
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|
2021
Q1 | $480K | Buy |
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|
2020
Q4 | $297K | Sell |
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|
2020
Q3 | $361K | Hold |
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|
2020
Q2 | $284K | Sell |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $554K | Buy |
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|
2019
Q3 | $398K | Buy |
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|
2019
Q2 | $303K | Buy |
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|
2019
Q1 | $259K | Buy |
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