CWM
Centurion Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Sell |
71,047
-1,699
| -2% | -$349K | 4.18% | 2 |
|
|
2025
Q1 | $18.2M | Hold |
72,746
| – | – | 5.7% | 2 |
|
|
2024
Q4 | $18.2M | Sell |
72,746
-436
| -0.6% | -$109K | 5.7% | 2 |
|
|
2024
Q3 | $17.1M | Buy |
+73,182
| New | +$17.1M | 5.44% | 2 |
|
|
2024
Q1 | $13.1M | Buy |
76,301
+3
| +0% | +$514 | 5.16% | 3 |
|
|
2023
Q4 | $14.7M | Sell |
76,298
-3,285
| -4% | -$632K | 6.28% | 2 |
|
|
2023
Q3 | $13.6M | Buy |
79,583
+163
| +0.2% | +$27.9K | 6.67% | 2 |
|
|
2023
Q2 | $15.4M | Sell |
79,420
-1,520
| -2% | -$295K | 7.43% | 1 |
|
|
2023
Q1 | $13.3M | Sell |
80,940
-120
| -0.1% | -$19.8K | 6.76% | 2 |
|
|
2022
Q4 | $10.5M | Buy |
+81,060
| New | +$10.5M | 5.94% | 2 |
|