CYG
Clean Yield Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Sell |
102,648
-3,897
| -4% | -$800K | 6.3% | 1 |
|
|
2025
Q1 | $23.7M | Buy |
106,545
+1,421
| +1% | +$316K | 7.71% | 1 |
|
|
2024
Q4 | $26.3M | Buy |
105,124
+676
| +0.6% | +$169K | 8.37% | 1 |
|
|
2024
Q3 | $24.3M | Buy |
104,448
+7,864
| +8% | +$1.83M | 7.71% | 1 |
|
|
2024
Q2 | $20.3M | Buy |
96,584
+10,713
| +12% | +$2.26M | 7.6% | 1 |
|
|
2024
Q1 | $14.7M | Sell |
85,871
-889
| -1% | -$152K | 5.73% | 1 |
|
|
2023
Q4 | $16.7M | Sell |
86,760
-255
| -0.3% | -$49.1K | 7.04% | 1 |
|
|
2023
Q3 | $15.6M | Buy |
87,015
+2,772
| +3% | +$498K | 6.94% | 1 |
|
|
2023
Q2 | $16.3M | Sell |
84,243
-1,808
| -2% | -$351K | 6.73% | 1 |
|
|
2023
Q1 | $14.2M | Buy |
86,051
+1,348
| +2% | +$222K | 6.04% | 1 |
|
|
2022
Q4 | $11M | Buy |
84,703
+3,129
| +4% | +$407K | 4.73% | 1 |
|
|
2022
Q3 | $11.3M | Sell |
81,574
-1,186
| -1% | -$164K | 5.23% | 1 |
|
|
2022
Q2 | $11.3M | Sell |
82,760
-1,557
| -2% | -$213K | 4.68% | 1 |
|
|
2022
Q1 | $14.7M | Sell |
84,317
-5,499
| -6% | -$960K | 5.2% | 1 |
|
|
2021
Q4 | $15.9M | Sell |
89,816
-1,179
| -1% | -$209K | 5.1% | 1 |
|
|
2021
Q3 | $12.9M | Buy |
90,995
+10,807
| +13% | +$1.53M | 4.22% | 1 |
|
|
2021
Q2 | $11M | Buy |
80,188
+1
| +0% | +$137 | 3.73% | 1 |
|
|
2021
Q1 | $9.8M | Sell |
80,187
-2,978
| -4% | -$364K | 3.68% | 1 |
|
|
2020
Q4 | $11M | Sell |
83,165
-2,621
| -3% | -$348K | 3.97% | 1 |
|
|
2020
Q3 | $9.94M | Buy |
85,786
+63,990
| +294% | +$7.41M | 4.03% | 1 |
|
|
2020
Q2 | $7.95M | Sell |
21,796
-1,685
| -7% | -$615K | 3.44% | 1 |
|
|
2020
Q1 | $5.97M | Sell |
23,481
-7,973
| -25% | -$2.03M | 2.84% | 2 |
|
|
2019
Q4 | $9.24M | Sell |
31,454
-2,650
| -8% | -$778K | 2.9% | 2 |
|
|
2019
Q3 | $7.64M | Sell |
34,104
-2,957
| -8% | -$662K | 2.52% | 3 |
|
|
2019
Q2 | $7.34M | Sell |
37,061
-4,361
| -11% | -$863K | 2.65% | 3 |
|
|
2019
Q1 | $7.87M | Sell |
41,422
-7,677
| -16% | -$1.46M | 3.19% | 3 |
|
|
2018
Q4 | $7.75M | Sell |
49,099
-2,975
| -6% | -$469K | 3.37% | 1 |
|
|
2018
Q3 | $11.8M | Sell |
52,074
-8,505
| -14% | -$1.92M | 4.68% | 1 |
|
|
2018
Q2 | $11.2M | Sell |
60,579
-722
| -1% | -$134K | 4.64% | 1 |
|
|
2018
Q1 | $10.3M | Sell |
61,301
-5,788
| -9% | -$971K | 4.34% | 1 |
|
|
2017
Q4 | $11.4M | Sell |
67,089
-2,752
| -4% | -$466K | 4.49% | 1 |
|
|
2017
Q3 | $10.8M | Sell |
69,841
-3,054
| -4% | -$471K | 4.39% | 1 |
|
|
2017
Q2 | $10.9M | Sell |
72,895
-1,816
| -2% | -$271K | 4.54% | 1 |
|
|
2017
Q1 | $10.7M | Sell |
74,711
-4,082
| -5% | -$586K | 4.52% | 1 |
|
|
2016
Q4 | $9.13M | Sell |
78,793
-2,681
| -3% | -$311K | 4.12% | 1 |
|
|
2016
Q3 | $9.21M | Sell |
81,474
-430
| -0.5% | -$48.6K | 4% | 1 |
|
|
2016
Q2 | $7.83M | Buy |
81,904
+4,091
| +5% | +$391K | 3.36% | 1 |
|
|
2016
Q1 | $8.72M | Sell |
77,813
-3,273
| -4% | -$367K | 3.88% | 1 |
|
|
2015
Q4 | $8.1M | Buy |
81,086
+3,486
| +4% | +$348K | 4% | 1 |
|
|
2015
Q3 | $9.26M | Sell |
77,600
-3,951
| -5% | -$471K | 4.36% | 1 |
|
|
2015
Q2 | $10.2M | Buy |
81,551
+428
| +0.5% | +$53.7K | 4.7% | 1 |
|
|
2015
Q1 | $10.1M | Buy |
81,123
+1,937
| +2% | +$241K | 4.33% | 1 |
|
|
2014
Q4 | $8.74M | Sell |
79,186
-503
| -0.6% | -$55.5K | 3.92% | 1 |
|
|
2014
Q3 | $8.03M | Sell |
79,689
-5,061
| -6% | -$510K | 3.86% | 1 |
|
|
2014
Q2 | $7.88M | Buy |
84,750
+72,608
| +598% | +$6.75M | 3.89% | 1 |
|
|
2014
Q1 | $6.52M | Buy |
12,142
+675
| +6% | +$362K | 3.37% | 1 |
|
|
2013
Q4 | $6.43M | Buy |
11,467
+1,087
| +10% | +$610K | 3.44% | 1 |
|
|
2013
Q3 | $4.95M | Buy |
10,380
+1,648
| +19% | +$786K | 2.68% | 5 |
|
|
2013
Q2 | $3.46M | Buy |
+8,732
| New | +$3.46M | 1.98% | 12 |
|