Cetera Trust Company’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.9M | Sell |
43,392
-1,180
| -3% | -$242K | 5.32% | 1 |
|
|
2025
Q1 | $9.9M | Sell |
44,572
-525
| -1% | -$117K | 6.31% | 1 |
|
|
2024
Q4 | $11.3M | Sell |
45,097
-263
| -0.6% | -$65.9K | 7.33% | 1 |
|
|
2024
Q3 | $10.6M | Sell |
45,360
-1,245
| -3% | -$290K | 6.46% | 1 |
|
|
2024
Q2 | $9.82M | Sell |
46,605
-2,461
| -5% | -$518K | 6.16% | 1 |
|
|
2024
Q1 | $8.41M | Sell |
49,066
-1,200
| -2% | -$206K | 5.06% | 1 |
|
|
2023
Q4 | $9.68M | Buy |
+50,266
| New | +$9.68M | 6.03% | 1 |
|