CWM
Chesapeake Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.69M | Sell |
47,232
-287
| -0.6% | -$58.9K | 3.23% | 4 |
|
|
2025
Q1 | $10.6M | Sell |
47,519
-1,018
| -2% | -$226K | 3.77% | 3 |
|
|
2024
Q4 | $12.2M | Sell |
48,537
-866
| -2% | -$217K | 4.17% | 3 |
|
|
2024
Q3 | $11.5M | Sell |
49,403
-695
| -1% | -$162K | 3.93% | 3 |
|
|
2024
Q2 | $10.6M | Sell |
50,098
-98
| -0.2% | -$20.6K | 3.83% | 3 |
|
|
2024
Q1 | $8.61M | Sell |
50,196
-650
| -1% | -$111K | 3.14% | 4 |
|
|
2023
Q4 | $9.79M | Sell |
50,846
-995
| -2% | -$192K | 3.78% | 3 |
|
|
2023
Q3 | $8.88M | Sell |
51,841
-855
| -2% | -$146K | 3.7% | 4 |
|
|
2023
Q2 | $10.2M | Sell |
52,696
-127
| -0.2% | -$24.6K | 4.03% | 3 |
|
|
2023
Q1 | $8.71M | Sell |
52,823
-487
| -0.9% | -$80.3K | 3.63% | 4 |
|
|
2022
Q4 | $6.93M | Sell |
53,310
-863
| -2% | -$112K | 3.03% | 4 |
|
|
2022
Q3 | $7.49M | Sell |
54,173
-413
| -0.8% | -$57.1K | 3.42% | 4 |
|
|
2022
Q2 | $7.46M | Sell |
54,586
-629
| -1% | -$86K | 3.19% | 5 |
|
|
2022
Q1 | $9.64M | Sell |
55,215
-730
| -1% | -$127K | 3.5% | 4 |
|
|
2021
Q4 | $9.93M | Buy |
55,945
+88
| +0.2% | +$15.6K | 3.34% | 4 |
|
|
2021
Q3 | $7.9M | Sell |
55,857
-4,920
| -8% | -$696K | 2.83% | 6 |
|
|
2021
Q2 | $8.32M | Sell |
60,777
-1,259
| -2% | -$172K | 2.7% | 6 |
|
|
2021
Q1 | $7.58M | Buy |
62,036
+1,129
| +2% | +$138K | 2.54% | 6 |
|
|
2020
Q4 | $8.08M | Buy |
60,907
+859
| +1% | +$114K | 2.75% | 6 |
|
|
2020
Q3 | $6.95M | Buy |
60,048
+45,959
| +326% | +$5.32M | 2.6% | 7 |
|
|
2020
Q2 | $5.14M | Sell |
14,089
-95
| -0.7% | -$34.7K | 2.05% | 11 |
|
|
2020
Q1 | $3.61M | Sell |
14,184
-149
| -1% | -$37.9K | 1.67% | 11 |
|
|
2019
Q4 | $4.21M | Sell |
14,333
-408
| -3% | -$120K | 1.62% | 11 |
|
|
2019
Q3 | $3.3M | Sell |
14,741
-111
| -0.7% | -$24.9K | 1.35% | 13 |
|
|
2019
Q2 | $2.94M | Buy |
14,852
+24
| +0.2% | +$4.75K | 1.23% | 14 |
|
|
2019
Q1 | $2.82M | Sell |
14,828
-839
| -5% | -$159K | 1.24% | 14 |
|
|
2018
Q4 | $2.47M | Sell |
15,667
-644
| -4% | -$102K | 1.22% | 14 |
|
|
2018
Q3 | $3.68M | Sell |
16,311
-549
| -3% | -$124K | 1.64% | 13 |
|
|
2018
Q2 | $3.12M | Sell |
16,860
-1,322
| -7% | -$245K | 1.44% | 13 |
|
|
2018
Q1 | $3.05M | Buy |
+18,182
| New | +$3.05M | 1.41% | 13 |
|