Clearwater Capital Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
54,554
-1,516
| -3% | -$311K | 1.02% | 27 |
|
|
2025
Q1 | $12.5M | Sell |
56,070
-616
| -1% | -$137K | 1.2% | 21 |
|
|
2024
Q4 | $14.2M | Sell |
56,686
-1,080
| -2% | -$270K | 1.39% | 17 |
|
|
2024
Q3 | $13.5M | Buy |
57,766
+7,297
| +14% | +$1.7M | 1.31% | 20 |
|
|
2024
Q2 | $10.6M | Buy |
50,469
+1,087
| +2% | +$229K | 1.13% | 21 |
|
|
2024
Q1 | $8.47M | Buy |
49,382
+454
| +0.9% | +$77.9K | 0.9% | 28 |
|
|
2023
Q4 | $9.42M | Sell |
48,928
-3,363
| -6% | -$647K | 1.06% | 25 |
|
|
2023
Q3 | $8.95M | Sell |
52,291
-566
| -1% | -$96.9K | 1.1% | 22 |
|
|
2023
Q2 | $10.3M | Sell |
52,857
-5,362
| -9% | -$1.04M | 1.22% | 25 |
|
|
2023
Q1 | $9.6M | Sell |
58,219
-4,021
| -6% | -$663K | 1.17% | 25 |
|
|
2022
Q4 | $8.09M | Sell |
62,240
-2,073
| -3% | -$269K | 1.05% | 27 |
|
|
2022
Q3 | $8.89M | Buy |
64,313
+7,812
| +14% | +$1.08M | 1.23% | 26 |
|
|
2022
Q2 | $7.73M | Sell |
56,501
-4,159
| -7% | -$569K | 1.06% | 25 |
|
|
2022
Q1 | $10.6M | Sell |
60,660
-25
| -0% | -$4.37K | 1.21% | 25 |
|
|
2021
Q4 | $10.8M | Sell |
60,685
-247
| -0.4% | -$43.9K | 1.19% | 27 |
|
|
2021
Q3 | $8.62M | Buy |
60,932
+276
| +0.5% | +$39.1K | 1% | 31 |
|
|
2021
Q2 | $8.31M | Buy |
60,656
+1,812
| +3% | +$248K | 0.97% | 32 |
|
|
2021
Q1 | $7.19M | Buy |
58,844
+4,314
| +8% | +$527K | 0.9% | 30 |
|
|
2020
Q4 | $7.24M | Buy |
54,530
+414
| +0.8% | +$54.9K | 0.96% | 28 |
|
|
2020
Q3 | $6.27M | Sell |
54,116
-3,588
| -6% | -$416K | 0.99% | 26 |
|
|
2020
Q2 | $5.26M | Sell |
57,704
-804
| -1% | -$73.3K | 0.88% | 26 |
|
|
2020
Q1 | $3.72M | Sell |
58,508
-24,092
| -29% | -$1.53M | 0.8% | 26 |
|
|
2019
Q4 | $6.06M | Sell |
82,600
-7,376
| -8% | -$542K | 1.01% | 25 |
|
|
2019
Q3 | $5.04M | Sell |
89,976
-2,220
| -2% | -$124K | 0.89% | 31 |
|
|
2019
Q2 | $4.56M | Sell |
92,196
-6,604
| -7% | -$327K | 0.83% | 33 |
|
|
2019
Q1 | $4.69M | Sell |
98,800
-1,228
| -1% | -$58.3K | 0.88% | 27 |
|
|
2018
Q4 | $3.95M | Buy |
100,028
+5,400
| +6% | +$213K | 0.87% | 29 |
|
|
2018
Q3 | $5.34M | Sell |
94,628
-264
| -0.3% | -$14.9K | 1.04% | 26 |
|
|
2018
Q2 | $4.39M | Sell |
94,892
-564
| -0.6% | -$26.1K | 0.9% | 30 |
|
|
2018
Q1 | $4M | Buy |
95,456
+1,328
| +1% | +$55.7K | 0.83% | 35 |
|
|
2017
Q4 | $3.98M | Sell |
94,128
-496
| -0.5% | -$21K | 0.87% | 32 |
|
|
2017
Q3 | $3.69M | Buy |
94,624
+2,664
| +3% | +$104K | 0.86% | 34 |
|
|
2017
Q2 | $3.34M | Buy |
91,960
+3,116
| +4% | +$113K | 0.85% | 37 |
|
|
2017
Q1 | $3.2M | Buy |
88,844
+6,556
| +8% | +$236K | 0.88% | 34 |
|
|
2016
Q4 | $2.39M | Sell |
82,288
-564
| -0.7% | -$16.4K | 0.83% | 36 |
|
|
2016
Q3 | $2.34M | Buy |
82,852
+26,856
| +48% | +$759K | 0.82% | 39 |
|
|
2016
Q2 | $1.34M | Buy |
+55,996
| New | +$1.34M | 0.49% | 54 |
|