CWA
Clarus Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.7M | Sell |
31,889
-7,031
| -18% | -$1.48M | 3.1% | 9 |
|
|
2025
Q1 | $7.74M | Buy |
38,920
+984
| +3% | +$196K | 4.14% | 6 |
|
|
2024
Q4 | $8.89M | Buy |
37,936
+1,063
| +3% | +$249K | 4.43% | 3 |
|
|
2024
Q3 | $8.17M | Sell |
36,873
-741
| -2% | -$164K | 4.16% | 4 |
|
|
2024
Q2 | $8.76M | Sell |
37,614
-6,300
| -14% | -$1.47M | 4.66% | 3 |
|
|
2024
Q1 | $7.37M | Sell |
43,914
-1,307
| -3% | -$219K | 4.17% | 4 |
|
|
2023
Q4 | $8.53M | Buy |
+45,221
| New | +$8.53M | 5.05% | 3 |
|
|
2023
Q2 | $8.81M | Sell |
46,185
-1,831
| -4% | -$349K | 5.35% | 3 |
|
|
2023
Q1 | $7.91M | Sell |
48,016
-6,223
| -11% | -$1.02M | 4.97% | 3 |
|
|
2022
Q4 | $7.09M | Sell |
54,239
-1,159
| -2% | -$152K | 4.65% | 3 |
|
|
2022
Q3 | $7.78M | Sell |
55,398
-34
| -0.1% | -$4.77K | 5.55% | 2 |
|
|
2022
Q2 | $8.03M | Sell |
55,432
-1,007
| -2% | -$146K | 5.65% | 2 |
|
|
2022
Q1 | $9.36M | Sell |
56,439
-1,234
| -2% | -$205K | 5.82% | 2 |
|
|
2021
Q4 | $10.1M | Sell |
57,673
-1,489
| -3% | -$261K | 5.82% | 4 |
|
|
2021
Q3 | $8.35M | Sell |
59,162
-747
| -1% | -$105K | 5.14% | 5 |
|
|
2021
Q2 | $8.66M | Buy |
59,909
+156
| +0.3% | +$22.5K | 5.42% | 4 |
|
|
2021
Q1 | $7.95M | Sell |
59,753
-4,946
| -8% | -$658K | 4.98% | 4 |
|
|
2020
Q4 | $8.35M | Sell |
64,699
-1,025
| -2% | -$132K | 5.55% | 4 |
|
|
2020
Q3 | $7.44M | Buy |
65,724
+49,590
| +307% | +$5.61M | 5.76% | 4 |
|
|
2020
Q2 | $6.01M | Sell |
16,134
-2,104
| -12% | -$784K | 5.06% | 4 |
|
|
2020
Q1 | $4.4M | Sell |
18,238
-514
| -3% | -$124K | 4.4% | 4 |
|
|
2019
Q4 | $5.81M | Sell |
18,752
-426
| -2% | -$132K | 3.84% | 6 |
|
|
2019
Q3 | $4.3M | Buy |
19,178
+769
| +4% | +$172K | 3.14% | 10 |
|
|
2019
Q2 | $3.64M | Buy |
18,409
+410
| +2% | +$81.2K | 2.63% | 9 |
|
|
2019
Q1 | $3.42M | Buy |
17,999
+392
| +2% | +$74.5K | 2.56% | 10 |
|
|
2018
Q4 | $2.78M | Sell |
17,607
-1,011
| -5% | -$159K | 4.37% | 2 |
|
|
2018
Q3 | $4.2M | Buy |
18,618
+1,308
| +8% | +$295K | 2.74% | 7 |
|
|
2018
Q2 | $2.9M | Hold |
17,310
| – | – | 2.2% | 9 |
|
|
2018
Q1 | $2.9M | Sell |
17,310
-483
| -3% | -$81K | 2.68% | 9 |
|
|
2017
Q4 | $3.01M | Buy |
+17,793
| New | +$3.01M | 2.9% | 9 |
|