CAM
Clark Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Buy |
93,194
+26,520
| +40% | +$5.44M | 2.61% | 8 |
|
|
2025
Q1 | $14.8M | Buy |
66,674
+4,056
| +6% | +$901K | 2.48% | 9 |
|
|
2024
Q4 | $15.7M | Sell |
62,618
-6,297
| -9% | -$1.58M | 2.93% | 9 |
|
|
2024
Q3 | $16.1M | Sell |
68,915
-2,794
| -4% | -$651K | 3.45% | 8 |
|
|
2024
Q2 | $15.1M | Buy |
71,709
+5,338
| +8% | +$1.12M | 4.18% | 7 |
|
|
2024
Q1 | $11.4M | Sell |
66,371
-2,990
| -4% | -$513K | 3.5% | 9 |
|
|
2023
Q4 | $13.4M | Sell |
69,361
-11,399
| -14% | -$2.19M | 4.89% | 6 |
|
|
2023
Q3 | $13.8M | Sell |
80,760
-107
| -0.1% | -$18.3K | 5.95% | 4 |
|
|
2023
Q2 | $15.7M | Buy |
80,867
+3,634
| +5% | +$705K | 7.36% | 4 |
|
|
2023
Q1 | $12.7M | Buy |
77,233
+2,374
| +3% | +$391K | 7.62% | 4 |
|
|
2022
Q4 | $9.73M | Buy |
+74,859
| New | +$9.73M | 6.99% | 4 |
|