CNWM
Clay Northam Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
54,845
-770
| -1% | -$158K | 7.19% | 4 |
|
|
2025
Q1 | $12.4M | Sell |
55,615
-1,228
| -2% | -$273K | 8.64% | 2 |
|
|
2024
Q4 | $14.2M | Sell |
56,843
-220
| -0.4% | -$55.1K | 9.19% | 2 |
|
|
2024
Q3 | $13.3M | Sell |
57,063
-15
| -0% | -$3.5K | 9.15% | 2 |
|
|
2024
Q2 | $12M | Buy |
57,078
+1
| +0% | +$211 | 9.12% | 2 |
|
|
2024
Q1 | $9.79M | Sell |
57,077
-332
| -0.6% | -$56.9K | 7.88% | 4 |
|
|
2023
Q4 | $11.1M | Buy |
57,409
+648
| +1% | +$125K | 9.83% | 1 |
|
|
2023
Q3 | $9.72M | Sell |
56,761
-166
| -0.3% | -$28.4K | 9.65% | 1 |
|
|
2023
Q2 | $11M | Buy |
56,927
+54
| +0.1% | +$10.5K | 10.5% | 1 |
|
|
2023
Q1 | $9.38M | Sell |
56,873
-371
| -0.6% | -$61.2K | 9.65% | 2 |
|
|
2022
Q4 | $7.44M | Sell |
57,244
-186
| -0.3% | -$24.2K | 8.56% | 3 |
|
|
2022
Q3 | $7.94M | Sell |
57,430
-107
| -0.2% | -$14.8K | 9.9% | 2 |
|
|
2022
Q2 | $7.87M | Sell |
57,537
-4,889
| -8% | -$668K | 9.8% | 2 |
|
|
2022
Q1 | $10.9M | Buy |
62,426
+73
| +0.1% | +$12.7K | 11.04% | 1 |
|
|
2021
Q4 | $11.1M | Buy |
+62,353
| New | +$11.1M | 10.43% | 1 |
|