CCFP
Charles Carroll Financial Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $9.98M | Sell |
51,833
-2,886
| -5% | -$556K | 10.74% | 1 |
|
|
2023
Q3 | $9.37M | Buy |
54,719
+2,055
| +4% | +$352K | 11.63% | 1 |
|
|
2023
Q2 | $10.2M | Buy |
52,664
+80
| +0.2% | +$15.5K | 13.02% | 1 |
|
|
2023
Q1 | $8.67M | Sell |
52,584
-640
| -1% | -$106K | 13.29% | 1 |
|
|
2022
Q4 | $6.92M | Sell |
53,224
-4,096
| -7% | -$532K | 10.69% | 1 |
|
|
2022
Q3 | $7.92M | Sell |
57,320
-5,115
| -8% | -$707K | 12.78% | 1 |
|
|
2022
Q2 | $8.54M | Sell |
62,435
-310
| -0.5% | -$42.4K | 11.15% | 2 |
|
|
2022
Q1 | $11M | Sell |
62,745
-5,408
| -8% | -$944K | 11.35% | 1 |
|
|
2021
Q4 | $12.1M | Buy |
+68,153
| New | +$12.1M | 12.02% | 1 |
|