CWA
Clearview Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
5,575
+86
| +2% | +$17.6K | 0.8% | 29 |
|
|
2025
Q1 | $1.22M | Sell |
5,489
-90
| -2% | -$20K | 0.91% | 27 |
|
|
2024
Q4 | $1.4M | Sell |
5,579
-22
| -0.4% | -$5.51K | 1.06% | 25 |
|
|
2024
Q3 | $1.31M | Sell |
5,601
-346
| -6% | -$80.6K | 1.01% | 25 |
|
|
2024
Q2 | $1.25M | Sell |
5,947
-79
| -1% | -$16.6K | 1.09% | 22 |
|
|
2024
Q1 | $1.03M | Sell |
6,026
-541
| -8% | -$92.8K | 1.05% | 20 |
|
|
2023
Q4 | $1.26M | Buy |
6,567
+443
| +7% | +$85.3K | 1.47% | 16 |
|
|
2023
Q3 | $1.05M | Sell |
6,124
-1,270
| -17% | -$217K | 1.3% | 16 |
|
|
2023
Q2 | $1.43M | Buy |
7,394
+5
| +0.1% | +$970 | 1.46% | 13 |
|
|
2023
Q1 | $1.22M | Sell |
7,389
-1,607
| -18% | -$265K | 1.23% | 16 |
|
|
2022
Q4 | $1.17M | Sell |
8,996
-297
| -3% | -$38.6K | 0.9% | 23 |
|
|
2022
Q3 | $1.28M | Buy |
9,293
+84
| +0.9% | +$11.6K | 1.02% | 16 |
|
|
2022
Q2 | $1.26M | Buy |
9,209
+255
| +3% | +$34.9K | 0.94% | 19 |
|
|
2022
Q1 | $1.56M | Sell |
8,954
-5,581
| -38% | -$975K | 1.03% | 20 |
|
|
2021
Q4 | $2.58M | Sell |
14,535
-542
| -4% | -$96.2K | 1.57% | 13 |
|
|
2021
Q3 | $2.13M | Sell |
15,077
-717
| -5% | -$101K | 1.35% | 15 |
|
|
2021
Q2 | $2.16M | Buy |
15,794
+207
| +1% | +$28.3K | 1.34% | 17 |
|
|
2021
Q1 | $1.9M | Sell |
15,587
-184
| -1% | -$22.5K | 1.24% | 17 |
|
|
2020
Q4 | $2.09M | Buy |
+15,771
| New | +$2.09M | 1.41% | 16 |
|