CWM
CCG Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
12,672
-61
| -0.5% | -$12.5K | 1.37% | 13 |
|
|
2025
Q1 | $2.83M | Sell |
12,733
-960
| -7% | -$213K | 1.69% | 11 |
|
|
2024
Q4 | $3.43M | Sell |
13,693
-41
| -0.3% | -$10.3K | 1.91% | 12 |
|
|
2024
Q3 | $3.2M | Sell |
13,734
-50
| -0.4% | -$11.7K | 1.79% | 13 |
|
|
2024
Q2 | $2.9M | Buy |
13,784
+2,475
| +22% | +$521K | 1.64% | 14 |
|
|
2024
Q1 | $1.94M | Buy |
11,309
+949
| +9% | +$163K | 1.17% | 18 |
|
|
2023
Q4 | $1.99M | Sell |
10,360
-1,006
| -9% | -$194K | 1.34% | 14 |
|
|
2023
Q3 | $1.95M | Sell |
11,366
-299
| -3% | -$51.2K | 1.27% | 16 |
|
|
2023
Q2 | $2.26M | Sell |
11,665
-1,425
| -11% | -$276K | 1.42% | 15 |
|
|
2023
Q1 | $2.16M | Sell |
13,090
-3,343
| -20% | -$551K | 1.43% | 16 |
|
|
2022
Q4 | $2.14M | Buy |
16,433
+908
| +6% | +$118K | 1.19% | 16 |
|
|
2022
Q3 | $2.15M | Buy |
15,525
+112
| +0.7% | +$15.5K | 1.31% | 15 |
|
|
2022
Q2 | $2.11M | Buy |
15,413
+1,441
| +10% | +$197K | 1.19% | 15 |
|
|
2022
Q1 | $2.44M | Buy |
13,972
+1,716
| +14% | +$300K | 1.2% | 17 |
|
|
2021
Q4 | $2.18M | Sell |
12,256
-1,041
| -8% | -$185K | 1.13% | 18 |
|
|
2021
Q3 | $1.88M | Buy |
13,297
+8,439
| +174% | +$1.19M | 1.09% | 23 |
|
|
2021
Q2 | $665K | Buy |
4,858
+926
| +24% | +$127K | 0.52% | 30 |
|
|
2021
Q1 | $480K | Buy |
3,932
+1,696
| +76% | +$207K | 0.47% | 32 |
|
|
2020
Q4 | $297K | Sell |
2,236
-880
| -28% | -$117K | 0.31% | 50 |
|
|
2020
Q3 | $361K | Buy |
3,116
+2,337
| +300% | +$271K | 0.34% | 32 |
|
|
2020
Q2 | $284K | Sell |
779
-116
| -13% | -$42.3K | 0.26% | 34 |
|
|
2020
Q1 | $228K | Sell |
895
-992
| -53% | -$253K | 0.22% | 50 |
|
|
2019
Q4 | $554K | Buy |
1,887
+110
| +6% | +$32.3K | 0.35% | 43 |
|
|
2019
Q3 | $398K | Buy |
1,777
+248
| +16% | +$55.5K | 0.27% | 50 |
|
|
2019
Q2 | $303K | Buy |
1,529
+164
| +12% | +$32.5K | 0.22% | 52 |
|
|
2019
Q1 | $259K | Buy |
+1,365
| New | +$259K | 0.21% | 57 |
|