CWA
CJM Wealth Advisers’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Sell |
21,723
-311
| -1% | -$63.8K | 1.48% | 10 |
|
|
2025
Q1 | $4.89M | Sell |
22,034
-1,707
| -7% | -$379K | 1.73% | 9 |
|
|
2024
Q4 | $5.95M | Buy |
23,741
+3,226
| +16% | +$808K | 2% | 8 |
|
|
2024
Q3 | $4.78M | Buy |
20,515
+1,989
| +11% | +$463K | 1.64% | 9 |
|
|
2024
Q2 | $4.02M | Sell |
18,526
-2
| -0% | -$434 | 1.48% | 10 |
|
|
2024
Q1 | $3.18M | Buy |
18,528
+100
| +0.5% | +$17.1K | 1.2% | 10 |
|
|
2023
Q4 | $3.55M | Sell |
18,428
-98
| -0.5% | -$18.9K | 1.57% | 10 |
|
|
2023
Q3 | $3.17M | Buy |
18,526
+416
| +2% | +$71.2K | 1.54% | 11 |
|
|
2023
Q2 | $3.51M | Sell |
18,110
-56
| -0.3% | -$10.9K | 1.78% | 11 |
|
|
2023
Q1 | $3M | Buy |
18,166
+203
| +1% | +$33.5K | 1.71% | 10 |
|
|
2022
Q4 | $2.33M | Buy |
17,963
+94
| +0.5% | +$12.2K | 1.44% | 12 |
|
|
2022
Q3 | $2.47M | Sell |
17,869
-536
| -3% | -$74.1K | 1.76% | 9 |
|
|
2022
Q2 | $2.52M | Buy |
18,405
+926
| +5% | +$127K | 1.75% | 9 |
|
|
2022
Q1 | $3.05M | Buy |
17,479
+1
| +0% | +$175 | 2.09% | 10 |
|
|
2021
Q4 | $3.1M | Buy |
+17,478
| New | +$3.1M | 2.21% | 10 |
|