Cerro Pacific Wealth Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.5M Sell
2025
Q1
$17.9M Sell
2024
Q4
$16.8M Buy
2024
Q3
$15.1M Buy
2024
Q2
$13.7M Buy
2023
Q1
$11.3M Sell
2022
Q4
$9.18M Buy
2022
Q3
$9.76M Buy
2022
Q2
$9.39M Sell
2022
Q1
$12.3M Buy
2021
Q4
$12.5M Sell
2021
Q3
$10M Buy
2021
Q2
$9.37M Buy
2020
Q4
$18.9M Buy