CFS Investment Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
58,350
-937
| -2% | -$192K | 0.98% | 27 |
|
|
2025
Q1 | $13.2M | Buy |
59,287
+1,199
| +2% | +$266K | 1.17% | 24 |
|
|
2024
Q4 | $14.5M | Buy |
58,088
+2,136
| +4% | +$535K | 1.3% | 20 |
|
|
2024
Q3 | $13M | Buy |
+55,952
| New | +$13M | 1.1% | 21 |
|
|
2024
Q2 | – | Sell |
-53,454
| Closed | -$9.17M | – | 258 |
|
|
2024
Q1 | $9.17M | Buy |
53,454
+1,813
| +4% | +$311K | 1.54% | 11 |
|
|
2023
Q4 | $9.94M | Buy |
51,641
+2,216
| +4% | +$427K | 1.79% | 12 |
|
|
2023
Q3 | $8.46M | Buy |
+49,425
| New | +$8.46M | 1.35% | 19 |
|
|
2022
Q4 | – | Sell |
-6,024,330
| Closed | -$65K | – | 127 |
|
|
2022
Q3 | $65K | Buy |
6,024,330
+5,983,608
| +14,694% | +$64.6K | 0.01% | 130 |
|
|
2022
Q2 | $5.57M | Sell |
40,722
-7,416,331
| -99% | -$1.01B | 0.85% | 23 |
|
|
2022
Q1 | $47K | Buy |
7,457,053
+7,416,445
| +18,264% | +$46.7K | 0.2% | 62 |
|
|
2021
Q4 | $7.08M | Buy |
40,608
+239
| +0.6% | +$41.7K | 0.95% | 17 |
|
|
2021
Q3 | $5.69M | Buy |
40,369
+36,136
| +854% | +$5.1M | 0.78% | 28 |
|
|
2021
Q2 | $580K | Buy |
+4,233
| New | +$580K | 0.53% | 16 |
|
|
2020
Q4 | $5.38M | Buy |
+40,560
| New | +$5.38M | 0.86% | 25 |
|