CWM
ClientFirst Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
14,402
+130
| +0.9% | +$26.7K | 3.02% | 5 |
|
|
2025
Q1 | $3.17M | Hold |
14,272
| – | – | 3.59% | 5 |
|
|
2024
Q4 | $3.57M | Buy |
+14,272
| New | +$3.57M | 3.62% | 5 |
|
|
2023
Q3 | $2.61M | Hold |
14,572
| – | – | 3.18% | 5 |
|
|
2023
Q2 | $2.78M | Hold |
14,572
| – | – | 3.31% | 5 |
|
|
2023
Q1 | $2.33M | Sell |
14,572
-560
| -4% | -$89.7K | 3.11% | 5 |
|
|
2022
Q4 | $1.97M | Hold |
15,132
| – | – | 2.5% | 6 |
|
|
2022
Q3 | $2.22M | Hold |
15,132
| – | – | 2.76% | 6 |
|
|
2022
Q2 | $2.07M | Hold |
15,132
| – | – | 3.15% | 6 |
|
|
2022
Q1 | $2.64M | Hold |
15,132
| – | – | 2.43% | 4 |
|
|
2021
Q4 | $2.66M | Buy |
+15,132
| New | +$2.66M | 2.38% | 4 |
|