CWP
CFM Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.5M | Sell |
290,071
-4,472
| -2% | -$918K | 9.47% | 2 |
|
|
2025
Q1 | $65.4M | Buy |
294,543
+22
| +0% | +$4.89K | 11.54% | 1 |
|
|
2024
Q4 | $73.8M | Sell |
294,521
-5,370
| -2% | -$1.34M | 12.44% | 2 |
|
|
2024
Q3 | $69.9M | Buy |
299,891
+155
| +0.1% | +$36.1K | 12.2% | 2 |
|
|
2024
Q2 | $63.1M | Sell |
299,736
-1,518
| -0.5% | -$320K | 11.6% | 2 |
|
|
2024
Q1 | $51.7M | Sell |
301,254
-5,125
| -2% | -$879K | 10.37% | 2 |
|
|
2023
Q4 | $59M | Sell |
306,379
-4,189
| -1% | -$807K | 13.34% | 1 |
|
|
2023
Q3 | $53.2M | Buy |
310,568
+8,285
| +3% | +$1.42M | 13.93% | 1 |
|
|
2023
Q2 | $58.6M | Sell |
302,283
-2,546
| -0.8% | -$494K | 14.24% | 1 |
|
|
2023
Q1 | $50.3M | Sell |
304,829
-549
| -0.2% | -$90.5K | 13.55% | 1 |
|
|
2022
Q4 | $39.7M | Sell |
305,378
-1,911
| -0.6% | -$248K | 11.88% | 1 |
|
|
2022
Q3 | $42.5M | Sell |
307,289
-391
| -0.1% | -$54K | 13.56% | 1 |
|
|
2022
Q2 | $42.1M | Sell |
307,680
-6,339
| -2% | -$867K | 12.63% | 1 |
|
|
2022
Q1 | $54.8M | Sell |
314,019
-6,655
| -2% | -$1.16M | 13.12% | 1 |
|
|
2021
Q4 | $58.4M | Sell |
320,674
-2,287
| -0.7% | -$416K | 13.03% | 1 |
|
|
2021
Q3 | $45.7M | Buy |
322,961
+336
| +0.1% | +$47.5K | 11.49% | 1 |
|
|
2021
Q2 | $44.2M | Sell |
322,625
-11,731
| -4% | -$1.61M | 11.73% | 1 |
|
|
2021
Q1 | $40.8M | Sell |
334,356
-5,220
| -2% | -$638K | 12.32% | 1 |
|
|
2020
Q4 | $45.1M | Sell |
339,576
-2,765
| -0.8% | -$367K | 14.37% | 1 |
|
|
2020
Q3 | $39.6M | Buy |
342,341
+251,696
| +278% | +$29.1M | 14.46% | 1 |
|
|
2020
Q2 | $33.1M | Sell |
90,645
-6,225
| -6% | -$2.27M | 12.57% | 1 |
|
|
2020
Q1 | $24.6M | Buy |
96,870
+435
| +0.5% | +$111K | 11.44% | 1 |
|
|
2019
Q4 | $30.4M | Buy |
+96,435
| New | +$30.4M | 11.2% | 1 |
|