CCIA
Cherry Creek Investment Advisors’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.67M | Sell |
47,130
-1,746
| -4% | -$358K | 4.53% | 7 |
|
2025
Q1 | $10.9M | Sell |
48,876
-3,031
| -6% | -$673K | 5.65% | 3 |
|
2024
Q4 | $13M | Sell |
51,907
-1,807
| -3% | -$453K | 6.39% | 3 |
|
2024
Q3 | $12.5M | Sell |
53,714
-459
| -0.8% | -$107K | 6.47% | 3 |
|
2024
Q2 | $11.4M | Sell |
54,173
-1,274
| -2% | -$268K | 5.95% | 6 |
|
2024
Q1 | $9.51M | Sell |
55,447
-962
| -2% | -$165K | 5.15% | 5 |
|
2023
Q4 | $10.9M | Buy |
56,409
+119
| +0.2% | +$22.9K | 6.63% | 2 |
|
2023
Q3 | $9.64M | Sell |
56,290
-84
| -0.1% | -$14.4K | 6.54% | 2 |
|
2023
Q2 | $10.9M | Buy |
56,374
+604
| +1% | +$117K | 7.35% | 1 |
|
2023
Q1 | $9.2M | Sell |
55,770
-249
| -0.4% | -$41.1K | 6.74% | 1 |
|
2022
Q4 | $7.28M | Buy |
56,019
+835
| +2% | +$108K | 5.65% | 3 |
|
2022
Q3 | $7.63M | Buy |
55,184
+700
| +1% | +$96.7K | 6.32% | 1 |
|
2022
Q2 | $7.45M | Sell |
54,484
-156
| -0.3% | -$21.3K | 6.01% | 2 |
|
2022
Q1 | $9.54M | Buy |
54,640
+107
| +0.2% | +$18.7K | 6.28% | 1 |
|
2021
Q4 | $9.68M | Buy |
54,533
+314
| +0.6% | +$55.8K | 6.01% | 2 |
|
2021
Q3 | $7.67M | Buy |
54,219
+1,759
| +3% | +$249K | 5.11% | 3 |
|
2021
Q2 | $7.19M | Buy |
+52,460
| New | +$7.19M | 4.72% | 4 |
|