CPA
Clear Point Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
11,423
-4
| -0% | -$821 | 1.98% | 12 |
|
|
2025
Q1 | $2.54M | Sell |
11,427
-391
| -3% | -$86.9K | 2.28% | 11 |
|
|
2024
Q4 | $2.96M | Sell |
11,818
-124
| -1% | -$31.1K | 2.53% | 9 |
|
|
2024
Q3 | $2.78M | Buy |
11,942
+109
| +0.9% | +$25.4K | 2.15% | 9 |
|
|
2024
Q2 | $2.49M | Sell |
11,833
-24
| -0.2% | -$5.06K | 2.05% | 9 |
|
|
2024
Q1 | $2.03M | Buy |
11,857
+22
| +0.2% | +$3.77K | 1.67% | 10 |
|
|
2023
Q4 | $2.28M | Buy |
+11,835
| New | +$2.28M | 2.01% | 9 |
|