CFAM
Center For Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Sell |
20,453
-430
| -2% | -$108K | 3.18% | 9 |
|
|
2025
Q1 | $4.64M | Buy |
+20,883
| New | +$4.64M | 2.84% | 8 |
|
|
2024
Q4 | – | Sell |
-25,206
| Closed | -$5.87M | – | 119 |
|
|
2024
Q3 | $5.87M | Buy |
25,206
+536
| +2% | +$125K | 3.51% | 7 |
|
|
2024
Q2 | $5.2M | Buy |
24,670
+1,175
| +5% | +$247K | 3.44% | 7 |
|
|
2024
Q1 | $4.03M | Buy |
23,495
+1,760
| +8% | +$302K | 3.3% | 8 |
|
|
2023
Q4 | $4.18M | Buy |
21,735
+32
| +0.1% | +$6.16K | 3.82% | 8 |
|
|
2023
Q3 | $3.72M | Sell |
21,703
-195
| -0.9% | -$33.4K | 3.71% | 7 |
|
|
2023
Q2 | $4.25M | Buy |
21,898
+7,616
| +53% | +$1.48M | 4.01% | 7 |
|
|
2023
Q1 | $2.36M | Sell |
14,282
-17,044
| -54% | -$2.81M | 2.3% | 11 |
|
|
2022
Q4 | $4.07M | Sell |
31,326
-9,608
| -23% | -$1.25M | 3.79% | 7 |
|
|
2022
Q3 | $5.66M | Sell |
40,934
-404
| -1% | -$55.8K | 5.63% | 3 |
|
|
2022
Q2 | $5.65M | Sell |
41,338
-2,491
| -6% | -$341K | 5.24% | 4 |
|
|
2022
Q1 | $7.65M | Buy |
43,829
+928
| +2% | +$162K | 5.91% | 2 |
|
|
2021
Q4 | $7.62M | Buy |
42,901
+22,888
| +114% | +$4.06M | 5.64% | 2 |
|
|
2021
Q3 | $2.83M | Buy |
20,013
+607
| +3% | +$85.9K | 2.38% | 11 |
|
|
2021
Q2 | $2.66M | Buy |
19,406
+337
| +2% | +$46.2K | 2.29% | 12 |
|
|
2021
Q1 | $2.33M | Buy |
19,069
+1,125
| +6% | +$137K | 2.23% | 15 |
|
|
2020
Q4 | $2.38M | Buy |
+17,944
| New | +$2.38M | 2.37% | 13 |
|