CWA
Centennial Wealth Advisory’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.22M | Buy |
30,289
+605
| +2% | +$124K | 1.98% | 13 |
|
|
2025
Q1 | $6.59M | Buy |
29,684
+1,136
| +4% | +$252K | 2.4% | 9 |
|
|
2024
Q4 | $7.15M | Buy |
28,548
+174
| +0.6% | +$43.6K | 2.8% | 9 |
|
|
2024
Q3 | $6.61M | Sell |
28,374
-399
| -1% | -$93K | 2.58% | 10 |
|
|
2024
Q2 | $6.06M | Buy |
28,773
+1,529
| +6% | +$322K | 2.63% | 8 |
|
|
2024
Q1 | $4.67M | Buy |
27,244
+1,207
| +5% | +$207K | 2.16% | 7 |
|
|
2023
Q4 | $5.01M | Buy |
26,037
+13
| +0% | +$2.5K | 2.56% | 6 |
|
|
2023
Q3 | $4.46M | Buy |
26,024
+1,006
| +4% | +$172K | 2.39% | 11 |
|
|
2023
Q2 | $4.85M | Buy |
25,018
+904
| +4% | +$175K | 2.53% | 10 |
|
|
2023
Q1 | $3.98M | Buy |
24,114
+340
| +1% | +$56.1K | 2.11% | 11 |
|
|
2022
Q4 | $3.09M | Buy |
23,774
+106
| +0.4% | +$13.8K | 1.73% | 14 |
|
|
2022
Q3 | $3.27M | Buy |
23,668
+213
| +0.9% | +$29.4K | 1.92% | 13 |
|
|
2022
Q2 | $3.21M | Buy |
23,455
+5,761
| +33% | +$788K | 1.8% | 20 |
|
|
2022
Q1 | $3.09M | Sell |
17,694
-1,687
| -9% | -$295K | 1.69% | 27 |
|
|
2021
Q4 | $3.44M | Buy |
19,381
+107
| +0.6% | +$19K | 1.95% | 18 |
|
|
2021
Q3 | $2.73M | Buy |
19,274
+15,909
| +473% | +$2.25M | 1.63% | 22 |
|
|
2021
Q2 | $461K | Buy |
3,365
+267
| +9% | +$36.6K | 0.29% | 49 |
|
|
2021
Q1 | $378K | Buy |
3,098
+346
| +13% | +$42.2K | 0.25% | 62 |
|
|
2020
Q4 | $365K | Buy |
+2,752
| New | +$365K | 0.26% | 61 |
|