CF
Clarity Financial’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Sell |
16,303
-144,830
| -90% | -$29.7M | 0.36% | 40 |
|
|
2025
Q1 | $35.8M | Buy |
161,133
+19,556
| +14% | +$4.34M | 4.12% | 5 |
|
|
2024
Q4 | $35.5M | Sell |
141,577
-4,545
| -3% | -$1.14M | 4.24% | 5 |
|
|
2024
Q3 | $34M | Buy |
146,122
+4,873
| +3% | +$1.14M | 3.95% | 4 |
|
|
2024
Q2 | $29.7M | Buy |
141,249
+2,549
| +2% | +$537K | 4.39% | 4 |
|
|
2024
Q1 | $23.8M | Buy |
138,700
+18,626
| +16% | +$3.19M | 3.6% | 7 |
|
|
2023
Q4 | $23.1M | Sell |
120,074
-15,344
| -11% | -$2.95M | 4.01% | 6 |
|
|
2023
Q3 | $23.2M | Buy |
135,418
+83,673
| +162% | +$14.3M | 3.89% | 4 |
|
|
2023
Q2 | $10M | Buy |
51,745
+48,800
| +1,657% | +$9.47M | 1.43% | 18 |
|
|
2023
Q1 | $486K | Sell |
2,945
-41,680
| -93% | -$6.87M | 1.79% | 19 |
|
|
2022
Q4 | $5.8M | Sell |
44,625
-1,300
| -3% | -$169K | 1.12% | 20 |
|
|
2022
Q3 | $6.35M | Buy |
45,925
+7,059
| +18% | +$976K | 1.48% | 18 |
|
|
2022
Q2 | $5.31M | Sell |
38,866
-16,841
| -30% | -$2.3M | 1.15% | 28 |
|
|
2022
Q1 | $9.73M | Sell |
55,707
-6,308
| -10% | -$1.1M | 1.97% | 15 |
|
|
2021
Q4 | $11M | Sell |
62,015
-14,587
| -19% | -$2.59M | 1.72% | 15 |
|
|
2021
Q3 | $10.8M | Buy |
76,602
+10,101
| +15% | +$1.43M | 1.76% | 12 |
|
|
2021
Q2 | $9.11M | Sell |
66,501
-13,306
| -17% | -$1.82M | 1.75% | 13 |
|
|
2021
Q1 | $9.75M | Buy |
79,807
+37,640
| +89% | +$4.6M | 1.97% | 9 |
|
|
2020
Q4 | $5.6M | Buy |
+42,167
| New | +$5.6M | 1.34% | 18 |
|