C1AG
Client 1st Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
12,631
+100
| +0.8% | +$20.5K | 0.94% | 21 |
|
|
2025
Q1 | $2.78M | Sell |
12,531
-75
| -0.6% | -$16.7K | 1.08% | 19 |
|
|
2024
Q4 | $3.16M | Sell |
12,606
-370
| -3% | -$92.7K | 1.21% | 18 |
|
|
2024
Q3 | $3.02M | Buy |
12,976
+962
| +8% | +$224K | 1.2% | 16 |
|
|
2024
Q2 | $2.53M | Sell |
12,014
-904
| -7% | -$190K | 1.09% | 16 |
|
|
2024
Q1 | $2.22M | Buy |
12,918
+200
| +2% | +$34.3K | 0.99% | 18 |
|
|
2023
Q4 | $2.45M | Sell |
12,718
-90
| -0.7% | -$17.3K | 1.19% | 17 |
|
|
2023
Q3 | $2.19M | Buy |
12,808
+1,000
| +8% | +$171K | 1.16% | 20 |
|
|
2023
Q2 | $2.29M | Sell |
11,808
-106
| -0.9% | -$20.6K | 1.21% | 19 |
|
|
2023
Q1 | $1.96M | Buy |
11,914
+593
| +5% | +$97.8K | 1.07% | 20 |
|
|
2022
Q4 | $1.47M | Buy |
11,321
+1,001
| +10% | +$130K | 0.86% | 22 |
|
|
2022
Q3 | $1.43M | Buy |
10,320
+800
| +8% | +$111K | 0.89% | 20 |
|
|
2022
Q2 | $1.3M | Buy |
9,520
+1,454
| +18% | +$199K | 0.77% | 22 |
|
|
2022
Q1 | $1.41M | Hold |
8,066
| – | – | 0.69% | 24 |
|
|
2021
Q4 | $1.43M | Buy |
8,066
+1,688
| +26% | +$300K | 0.7% | 23 |
|
|
2021
Q3 | $902K | Buy |
6,378
+1,885
| +42% | +$267K | 0.46% | 32 |
|
|
2021
Q2 | $615K | Buy |
4,493
+276
| +7% | +$37.8K | 0.32% | 38 |
|
|
2021
Q1 | $515K | Sell |
4,217
-156
| -4% | -$19.1K | 0.29% | 41 |
|
|
2020
Q4 | $556K | Hold |
4,373
| – | – | 0.36% | 31 |
|
|
2020
Q3 | $523K | Buy |
4,373
+3,197
| +272% | +$382K | 0.37% | 31 |
|
|
2020
Q2 | $446K | Sell |
1,176
-158
| -12% | -$59.9K | 0.37% | 34 |
|
|
2020
Q1 | $339K | Sell |
1,334
-137
| -9% | -$34.8K | 0.36% | 38 |
|
|
2019
Q4 | $432K | Buy |
+1,471
| New | +$432K | 0.43% | 36 |
|