CWM
Cedar Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
7,760
+630
| +9% | +$129K | 0.54% | 22 |
|
|
2025
Q1 | $1.58M | Buy |
7,130
+385
| +6% | +$85.5K | 0.56% | 20 |
|
|
2024
Q4 | $1.69M | Sell |
6,745
-1,056
| -14% | -$264K | 0.61% | 20 |
|
|
2024
Q3 | $1.82M | Sell |
7,801
-735
| -9% | -$171K | 0.56% | 27 |
|
|
2024
Q2 | $1.8M | Sell |
8,536
-165
| -2% | -$34.8K | 0.58% | 25 |
|
|
2024
Q1 | $1.49M | Buy |
8,701
+1,115
| +15% | +$191K | 0.49% | 30 |
|
|
2023
Q4 | $1.46M | Buy |
7,586
+38
| +0.5% | +$7.32K | 0.53% | 29 |
|
|
2023
Q3 | $1.29M | Buy |
7,548
+943
| +14% | +$161K | 0.51% | 29 |
|
|
2023
Q2 | $1.28M | Sell |
6,605
-658
| -9% | -$128K | 0.5% | 30 |
|
|
2023
Q1 | $1.2M | Buy |
7,263
+370
| +5% | +$61K | 0.49% | 28 |
|
|
2022
Q4 | $896K | Hold |
6,893
| – | – | 0.44% | 34 |
|
|
2022
Q3 | $953K | Sell |
6,893
-1,235
| -15% | -$171K | 0.47% | 37 |
|
|
2022
Q2 | $1.11M | Sell |
8,128
-258
| -3% | -$35.3K | 0.51% | 31 |
|
|
2022
Q1 | $1.46M | Sell |
8,386
-5,059
| -38% | -$883K | 0.59% | 34 |
|
|
2021
Q4 | $2.39M | Sell |
13,445
-1,072
| -7% | -$190K | 0.96% | 19 |
|
|
2021
Q3 | $2.05M | Sell |
14,517
-67
| -0.5% | -$9.48K | 0.91% | 22 |
|
|
2021
Q2 | $2M | Buy |
14,584
+3,680
| +34% | +$504K | 0.9% | 22 |
|
|
2021
Q1 | $1.33M | Buy |
10,904
+7,800
| +251% | +$953K | 0.66% | 30 |
|
|
2020
Q4 | $412K | Buy |
3,104
+292
| +10% | +$38.8K | 0.22% | 72 |
|
|
2020
Q3 | $326K | Buy |
2,812
+2,109
| +300% | +$245K | 0.2% | 72 |
|
|
2020
Q2 | $256K | Sell |
703
-215
| -23% | -$78.3K | 0.17% | 74 |
|
|
2020
Q1 | $233K | Sell |
918
-482
| -34% | -$122K | 0.16% | 72 |
|
|
2019
Q4 | $411K | Buy |
1,400
+266
| +23% | +$78.1K | 0.24% | 47 |
|
|
2019
Q3 | $254K | Sell |
1,134
-65
| -5% | -$14.6K | 0.17% | 57 |
|
|
2019
Q2 | $237K | Hold |
1,199
| – | – | 0.15% | 50 |
|
|
2019
Q1 | $228K | Hold |
1,199
| – | – | 0.14% | 51 |
|
|
2018
Q4 | $189K | Sell |
1,199
-50
| -4% | -$7.88K | 0.14% | 54 |
|
|
2018
Q3 | $282K | Hold |
1,249
| – | – | 0.15% | 49 |
|
|
2018
Q2 | $231K | Buy |
1,249
+177
| +17% | +$32.7K | 0.13% | 42 |
|
|
2018
Q1 | $180K | Hold |
1,072
| – | – | 0.11% | 56 |
|
|
2017
Q4 | $181K | Hold |
1,072
| – | – | 0.11% | 59 |
|
|
2017
Q3 | $165K | Hold |
1,072
| – | – | 0.1% | 65 |
|
|
2017
Q2 | $154K | Hold |
1,072
| – | – | 0.1% | 63 |
|
|
2017
Q1 | $154K | Hold |
1,072
| – | – | 0.09% | 62 |
|
|
2016
Q4 | $124K | Hold |
1,072
| – | – | 0.08% | 66 |
|
|
2016
Q3 | $121K | Buy |
1,072
+322
| +43% | +$36.3K | 0.08% | 50 |
|
|
2016
Q2 | $72K | Buy |
+750
| New | +$72K | 0.05% | 70 |
|