CWM
Certus Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.3M | Hold |
25,813
| – | – | 3.41% | 12 |
|
|
2025
Q1 | $5.44M | Hold |
25,813
| – | – | 3.69% | 11 |
|
|
2024
Q4 | $5.88M | Buy |
25,813
+207
| +0.8% | +$47.1K | 3.93% | 11 |
|
|
2024
Q3 | $5.97M | Sell |
25,606
-485
| -2% | -$113K | 4.15% | 11 |
|
|
2024
Q2 | $5.5M | Hold |
26,091
| – | – | 4.17% | 10 |
|
|
2024
Q1 | $4.78M | Buy |
26,091
+1,065
| +4% | +$195K | 3.81% | 8 |
|
|
2023
Q4 | $4.82M | Sell |
25,026
-1,113
| -4% | -$214K | 4.09% | 7 |
|
|
2023
Q3 | $4.48M | Sell |
26,139
-1,412
| -5% | -$242K | 4.28% | 6 |
|
|
2023
Q2 | $5.34M | Buy |
+27,551
| New | +$5.34M | 5.31% | 4 |
|