CCA
Checchi Capital Advisers’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6M | Sell |
178,258
-13,021
| -7% | -$2.67M | 2.05% | 4 |
|
|
2025
Q1 | $42.5M | Buy |
191,279
+5,179
| +3% | +$1.15M | 2.24% | 1 |
|
|
2024
Q4 | $46.6M | Buy |
186,100
+10,872
| +6% | +$2.72M | 2.71% | 2 |
|
|
2024
Q3 | $40.8M | Sell |
175,228
-9,869
| -5% | -$2.3M | 2.28% | 2 |
|
|
2024
Q2 | $39M | Buy |
185,097
+5,392
| +3% | +$1.14M | 1.95% | 2 |
|
|
2024
Q1 | $30.8M | Sell |
179,705
-1,079
| -0.6% | -$185K | 2.41% | 3 |
|
|
2023
Q4 | $34.8M | Buy |
180,784
+4,863
| +3% | +$936K | 2.83% | 2 |
|
|
2023
Q3 | $30.1M | Sell |
175,921
-6,799
| -4% | -$1.16M | 2.79% | 3 |
|
|
2023
Q2 | $35.4M | Buy |
182,720
+13,861
| +8% | +$2.69M | 3.17% | 3 |
|
|
2023
Q1 | $27.8M | Buy |
168,859
+8,177
| +5% | +$1.35M | 2.69% | 2 |
|
|
2022
Q4 | $20.9M | Sell |
160,682
-16,505
| -9% | -$2.14M | 2.17% | 4 |
|
|
2022
Q3 | $24.5M | Buy |
177,187
+277
| +0.2% | +$38.3K | 2.29% | 3 |
|
|
2022
Q2 | $28.8M | Buy |
176,910
+2,700
| +2% | +$439K | 2.49% | 2 |
|
|
2022
Q1 | $30.4M | Buy |
174,210
+12,695
| +8% | +$2.22M | 2.59% | 3 |
|
|
2021
Q4 | $28.7M | Buy |
161,515
+2,032
| +1% | +$361K | 2.52% | 2 |
|
|
2021
Q3 | $22.6M | Buy |
159,483
+491
| +0.3% | +$69.5K | 2.24% | 3 |
|
|
2021
Q2 | $21.8M | Sell |
158,992
-7,305
| -4% | -$1M | 2.15% | 3 |
|
|
2021
Q1 | $20.7M | Sell |
166,297
-6,222
| -4% | -$775K | 2.05% | 3 |
|
|
2020
Q4 | $23.3M | Sell |
172,519
-24,727
| -13% | -$3.34M | 2.4% | 3 |
|
|
2020
Q3 | $23.3M | Buy |
197,246
+145,105
| +278% | +$17.1M | 2.58% | 3 |
|
|
2020
Q2 | $19M | Buy |
52,141
+1,543
| +3% | +$563K | 2.27% | 3 |
|
|
2020
Q1 | $12.9M | Sell |
50,598
-6,082
| -11% | -$1.55M | 1.23% | 4 |
|
|
2019
Q4 | $16.6M | Buy |
56,680
+2,581
| +5% | +$758K | 2.23% | 3 |
|
|
2019
Q3 | $12.1M | Sell |
54,099
-1,293
| -2% | -$290K | 1.58% | 4 |
|
|
2019
Q2 | $11M | Buy |
55,392
+1,919
| +4% | +$380K | 1.39% | 6 |
|
|
2019
Q1 | $10.2M | Sell |
53,473
-4,772
| -8% | -$906K | 1.19% | 5 |
|
|
2018
Q4 | $9.19M | Sell |
58,245
-7,572
| -12% | -$1.19M | 1.19% | 6 |
|
|
2018
Q3 | $14.9M | Buy |
65,817
+1,221
| +2% | +$276K | 1.71% | 4 |
|
|
2018
Q2 | $12M | Sell |
64,596
-9
| -0% | -$1.67K | 1.5% | 4 |
|
|
2018
Q1 | $10.8M | Buy |
64,605
+599
| +0.9% | +$100K | 1.43% | 4 |
|
|
2017
Q4 | $10.8M | Buy |
64,006
+14,201
| +29% | +$2.4M | 1.45% | 4 |
|
|
2017
Q3 | $7.68M | Sell |
49,805
-2,237
| -4% | -$345K | 0.78% | 6 |
|
|
2017
Q2 | $7.5M | Sell |
52,042
-6,977
| -12% | -$1M | 0.81% | 4 |
|
|
2017
Q1 | $8.48M | Buy |
59,019
+3,229
| +6% | +$464K | 0.98% | 4 |
|
|
2016
Q4 | $6.46M | Buy |
55,790
+480
| +0.9% | +$55.6K | 0.87% | 4 |
|
|
2016
Q3 | $6.25M | Sell |
55,310
-2,901
| -5% | -$328K | 0.71% | 5 |
|
|
2016
Q2 | $5.57M | Buy |
58,211
+3,000
| +5% | +$287K | 0.64% | 5 |
|
|
2016
Q1 | $6.02M | Sell |
55,211
-4,786
| -8% | -$522K | 1.34% | 5 |
|
|
2015
Q4 | $6.32M | Buy |
59,997
+2,903
| +5% | +$306K | 1.59% | 4 |
|
|
2015
Q3 | $6.3M | Buy |
57,094
+2,958
| +5% | +$326K | 1.71% | 5 |
|
|
2015
Q2 | $6.79M | Sell |
54,136
-1,413
| -3% | -$177K | 1.79% | 4 |
|
|
2015
Q1 | $6.91M | Buy |
55,549
+5,810
| +12% | +$723K | 2.04% | 4 |
|
|
2014
Q4 | $5.49M | Buy |
49,739
+3,410
| +7% | +$376K | 2.06% | 5 |
|
|
2014
Q3 | $4.67M | Buy |
46,329
+13,228
| +40% | +$1.33M | 1.92% | 6 |
|
|
2014
Q2 | $3.08M | Buy |
33,101
+28,961
| +700% | +$2.69M | 1.4% | 14 |
|
|
2014
Q1 | $2.22M | Buy |
4,140
+707
| +21% | +$379K | 1.36% | 16 |
|
|
2013
Q4 | $1.93M | Buy |
+3,433
| New | +$1.93M | 1.5% | 15 |
|