CD
Chapin Davis’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Sell |
101,851
-1,886
| -2% | -$387K | 5.78% | 1 |
|
|
2025
Q1 | $23M | Buy |
103,737
+3,501
| +3% | +$778K | 7.85% | 1 |
|
|
2024
Q4 | $23.4M | Hold |
100,236
| – | – | 7.62% | 1 |
|
|
2024
Q3 | $23.4M | Sell |
100,236
-389
| -0.4% | -$90.6K | 7.56% | 1 |
|
|
2024
Q2 | $21.2M | Sell |
100,625
-714
| -0.7% | -$150K | 7.24% | 1 |
|
|
2024
Q1 | $17.4M | Sell |
101,339
-8,955
| -8% | -$1.54M | 6.35% | 1 |
|
|
2023
Q4 | $21.2M | Sell |
110,294
-906
| -0.8% | -$174K | 8.95% | 1 |
|
|
2023
Q3 | $19M | Buy |
111,200
+1,153
| +1% | +$197K | 9.09% | 1 |
|
|
2023
Q2 | $21.3M | Buy |
110,047
+9
| +0% | +$1.75K | 10.13% | 1 |
|
|
2023
Q1 | $18.1M | Sell |
110,038
-2,121
| -2% | -$350K | 9.38% | 1 |
|
|
2022
Q4 | $14.6M | Buy |
+112,159
| New | +$14.6M | 8.46% | 1 |
|