CIBC Private Wealth Group’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.88B | Sell |
10,897,899
-140,957
| -1% | -$24.3M | 3.97% | 2 |
|
2024
Q4 | $2.68B | Sell |
11,038,856
-346,510
| -3% | -$84.1M | 4.86% | 2 |
|
2024
Q3 | $2.65B | Buy |
11,385,366
+35,174
| +0.3% | +$8.2M | 4.75% | 2 |
|
2024
Q2 | $2.59B | Buy |
11,350,192
+1,188,828
| +12% | +$271M | 4.85% | 2 |
|
2024
Q1 | $1.73B | Sell |
10,161,364
-606,136
| -6% | -$103M | 3.38% | 3 |
|
2023
Q4 | $2.07B | Sell |
10,767,500
-132,731
| -1% | -$25.6M | 4.39% | 2 |
|
2023
Q3 | $1.87B | Sell |
10,900,231
-896,593
| -8% | -$154M | 4.42% | 2 |
|
2023
Q2 | $2.29B | Buy |
11,796,824
+88,843
| +0.8% | +$17.2M | 5% | 2 |
|
2023
Q1 | $1.93B | Sell |
11,707,981
-24,508
| -0.2% | -$4.04M | 4.27% | 1 |
|
2022
Q4 | $1.18B | Sell |
11,732,489
-71,611
| -0.6% | -$7.21M | 3.97% | 2 |
|
2022
Q3 | $1.63B | Sell |
11,804,100
-16,876
| -0.1% | -$2.33M | 4.39% | 2 |
|
2022
Q2 | $1.62B | Sell |
11,820,976
-72,360
| -0.6% | -$9.89M | 4.2% | 2 |
|
2022
Q1 | $2.08B | Sell |
11,893,336
-270,509
| -2% | -$47.2M | 4.53% | 2 |
|
2021
Q4 | $2.16B | Buy |
12,163,845
+48,809
| +0.4% | +$8.67M | 4.48% | 2 |
|
2021
Q3 | $1.71B | Sell |
12,115,036
-202,915
| -2% | -$28.7M | 3.99% | 3 |
|
2021
Q2 | $1.69B | Sell |
12,317,951
-124,885
| -1% | -$17.1M | 3.88% | 3 |
|
2021
Q1 | $1.52B | Sell |
12,442,836
-1,047,897
| -8% | -$128M | 3.83% | 3 |
|
2020
Q4 | $1.79B | Sell |
13,490,733
-280,559
| -2% | -$37.2M | 4.73% | 2 |
|
2020
Q3 | $1.61B | Buy |
13,771,292
+11,293,076
| +456% | +$1.32B | 4.94% | 3 |
|
2020
Q2 | $904M | Sell |
2,478,216
-1,168,372
| -32% | -$426M | 4.39% | 3 |
|
2020
Q1 | $927M | Sell |
3,646,588
-349,628
| -9% | -$88.9M | 3.98% | 3 |
|
2019
Q4 | $1.17B | Sell |
3,996,216
-2,674
| -0.1% | -$785K | 3.83% | 2 |
|
2019
Q3 | $896M | Buy |
3,998,890
+186,755
| +5% | +$41.8M | 3.15% | 2 |
|
2019
Q2 | $754M | Buy |
3,812,135
+212,969
| +6% | +$42.2M | 2.65% | 3 |
|
2019
Q1 | $684M | Sell |
3,599,166
-12,259
| -0.3% | -$2.33M | 2.64% | 3 |
|
2018
Q4 | $570M | Buy |
3,611,425
+115,544
| +3% | +$18.2M | 2.54% | 3 |
|
2018
Q3 | $789M | Sell |
3,495,881
-74,878
| -2% | -$16.9M | 2.99% | 2 |
|
2018
Q2 | $661M | Buy |
3,570,759
+29,654
| +0.8% | +$5.49M | 2.7% | 2 |
|
2018
Q1 | $594M | Sell |
3,541,105
-28,314
| -0.8% | -$4.75M | 2.58% | 2 |
|
2017
Q4 | $604M | Sell |
3,569,419
-72,115
| -2% | -$12.2M | 2.56% | 2 |
|
2017
Q3 | $561M | Buy |
3,641,534
+968,385
| +36% | +$149M | 2.56% | 1 |
|
2017
Q2 | $385M | Sell |
2,673,149
-21,522
| -0.8% | -$3.1M | 2.42% | 2 |
|
2017
Q1 | $387M | Sell |
2,694,671
-48,482
| -2% | -$6.96M | 2.43% | 3 |
|
2016
Q4 | $318M | Sell |
2,743,153
-531,415
| -16% | -$61.5M | 2.1% | 3 |
|
2016
Q3 | $370M | Sell |
3,274,568
-50,909
| -2% | -$5.76M | 2.57% | 3 |
|
2016
Q2 | $318M | Buy |
3,325,477
+59,293
| +2% | +$5.67M | 2.32% | 3 |
|
2016
Q1 | $356M | Buy |
3,266,184
+80,346
| +3% | +$8.76M | 2.75% | 1 |
|
2015
Q4 | $335M | Buy |
3,185,838
+23,836
| +0.8% | +$2.51M | 2.62% | 1 |
|
2015
Q3 | $349M | Buy |
3,162,002
+28,214
| +0.9% | +$3.11M | 2.87% | 1 |
|
2015
Q2 | $393M | Sell |
3,133,788
-22,494
| -0.7% | -$2.82M | 2.86% | 2 |
|
2015
Q1 | $393M | Sell |
3,156,282
-23,018
| -0.7% | -$2.86M | 2.9% | 2 |
|
2014
Q4 | $351M | Sell |
3,179,300
-27,970
| -0.9% | -$3.09M | 2.69% | 2 |
|
2014
Q3 | $323M | Sell |
3,207,270
-519,065
| -14% | -$52.3M | 2.54% | 3 |
|
2014
Q2 | $346M | Buy |
3,726,335
+3,180,838
| +583% | +$296M | 2.81% | 2 |
|
2014
Q1 | $296M | Buy |
+545,497
| New | +$296M | 2.52% | 2 |
|