CCFM
Clear Creek Financial Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
68,391
+4,862
| +8% | +$998K | 1.34% | 13 |
|
|
2025
Q1 | $14.1M | Buy |
63,529
+4,197
| +7% | +$932K | 1.46% | 9 |
|
|
2024
Q4 | $14.9M | Buy |
59,332
+12,501
| +27% | +$3.13M | 1.61% | 11 |
|
|
2024
Q3 | $10.9M | Sell |
46,831
-379
| -0.8% | -$88.3K | 1.24% | 14 |
|
|
2024
Q2 | $9.94M | Buy |
47,210
+1,265
| +3% | +$266K | 1.2% | 12 |
|
|
2024
Q1 | $7.88M | Buy |
45,945
+2,712
| +6% | +$465K | 1.01% | 20 |
|
|
2023
Q4 | $8.32M | Sell |
43,233
-738
| -2% | -$142K | 1.32% | 13 |
|
|
2023
Q3 | $7.53M | Sell |
43,971
-210
| -0.5% | -$36K | 1.32% | 12 |
|
|
2023
Q2 | $8.57M | Sell |
44,181
-1,943
| -4% | -$377K | 1.48% | 18 |
|
|
2023
Q1 | $7.61M | Sell |
46,124
-433
| -0.9% | -$71.4K | 1.44% | 14 |
|
|
2022
Q4 | $6.05M | Buy |
46,557
+103
| +0.2% | +$13.4K | 1.33% | 17 |
|
|
2022
Q3 | $6.42M | Sell |
46,454
-1,872
| -4% | -$259K | 1.42% | 13 |
|
|
2022
Q2 | $6.61M | Sell |
48,326
-27,755
| -36% | -$3.79M | 1.38% | 16 |
|
|
2022
Q1 | $13.3M | Buy |
76,081
+1,378
| +2% | +$241K | 2.08% | 9 |
|
|
2021
Q4 | $13.3M | Buy |
74,703
+25,503
| +52% | +$4.53M | 1.99% | 11 |
|
|
2021
Q3 | $6.96M | Sell |
49,200
-215
| -0.4% | -$30.4K | 1.12% | 18 |
|
|
2021
Q2 | $6.77M | Buy |
49,415
+43,839
| +786% | +$6M | 1.05% | 25 |
|
|
2021
Q1 | $750K | Sell |
5,576
-39,888
| -88% | -$5.37M | 1.5% | 24 |
|
|
2020
Q4 | $6.03M | Buy |
+45,464
| New | +$6.03M | 1.16% | 23 |
|
|
2020
Q3 | – | Sell |
-9,916
| Closed | -$3.62M | – | 81 |
|
|
2020
Q2 | $3.62M | Sell |
9,916
-129
| -1% | -$47.1K | 0.94% | 28 |
|
|
2020
Q1 | $2.79M | Buy |
10,045
+5,081
| +102% | +$1.41M | 1.06% | 20 |
|
|
2019
Q4 | $1.55M | Sell |
4,964
-589
| -11% | -$184K | 0.61% | 28 |
|
|
2019
Q3 | $1.46M | Sell |
5,553
-4,848
| -47% | -$1.28M | 0.71% | 23 |
|
|
2019
Q2 | $2.06M | Buy |
+10,401
| New | +$2.06M | 0.88% | 22 |
|