CMA
Cedar Mountain Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
8,480
-277
| -3% | -$56.8K | 0.36% | 27 |
|
|
2025
Q1 | $1.95M | Sell |
8,757
-235
| -3% | -$52.2K | 0.44% | 25 |
|
|
2024
Q4 | $2.25M | Sell |
8,992
-280
| -3% | -$70.1K | 0.49% | 25 |
|
|
2024
Q3 | $2.16M | Sell |
9,272
-279
| -3% | -$65K | 0.49% | 24 |
|
|
2024
Q2 | $2.01M | Sell |
9,551
-56
| -0.6% | -$11.8K | 0.5% | 23 |
|
|
2024
Q1 | $1.65M | Sell |
9,607
-256
| -3% | -$43.9K | 0.41% | 23 |
|
|
2023
Q4 | $1.9M | Buy |
9,863
+16
| +0.2% | +$3.08K | 0.51% | 22 |
|
|
2023
Q3 | $1.69M | Buy |
9,847
+241
| +3% | +$41.3K | 0.5% | 22 |
|
|
2023
Q2 | $1.86M | Sell |
9,606
-245
| -2% | -$47.5K | 0.53% | 22 |
|
|
2023
Q1 | $1.62M | Buy |
9,851
+6
| +0.1% | +$989 | 0.49% | 22 |
|
|
2022
Q4 | $1.28M | Sell |
9,845
-59
| -0.6% | -$7.67K | 0.4% | 22 |
|
|
2022
Q3 | $1.37M | Sell |
9,904
-58
| -0.6% | -$8.02K | 0.46% | 21 |
|
|
2022
Q2 | $1.36M | Buy |
9,962
+521
| +6% | +$71.2K | 0.47% | 20 |
|
|
2022
Q1 | $1.65M | Buy |
9,441
+508
| +6% | +$88.7K | 0.49% | 18 |
|
|
2021
Q4 | $1.59M | Buy |
8,933
+6
| +0.1% | +$1.07K | 0.49% | 15 |
|
|
2021
Q3 | $1.26M | Buy |
8,927
+2,039
| +30% | +$288K | 0.42% | 16 |
|
|
2021
Q2 | $943K | Buy |
6,888
+343
| +5% | +$47K | 0.31% | 18 |
|
|
2021
Q1 | $799K | Buy |
6,545
+3
| +0% | +$366 | 0.27% | 20 |
|
|
2020
Q4 | $868K | Buy |
6,542
+752
| +13% | +$99.8K | 0.31% | 18 |
|
|
2020
Q3 | $671K | Buy |
5,790
+4,386
| +312% | +$508K | 0.27% | 21 |
|
|
2020
Q2 | $512K | Buy |
1,404
+125
| +10% | +$45.6K | 0.22% | 21 |
|
|
2020
Q1 | $325K | Buy |
1,279
+1
| +0.1% | +$254 | 0.16% | 22 |
|
|
2019
Q4 | $375K | Buy |
+1,278
| New | +$375K | 0.15% | 22 |
|