CG
Clifford Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
9,867
-723
| -7% | -$148K | 1.66% | 12 |
|
|
2025
Q1 | $2.35M | Sell |
10,590
-14
| -0.1% | -$3.11K | 2.2% | 8 |
|
|
2024
Q4 | $2.66M | Buy |
10,604
+24
| +0.2% | +$6.01K | 2.02% | 9 |
|
|
2024
Q3 | $2.47M | Buy |
10,580
+341
| +3% | +$79.5K | 1.92% | 9 |
|
|
2024
Q2 | $2.16M | Sell |
10,239
-27
| -0.3% | -$5.69K | 1.74% | 12 |
|
|
2024
Q1 | $1.76M | Buy |
10,266
+227
| +2% | +$38.9K | 1.45% | 14 |
|
|
2023
Q4 | $1.93M | Sell |
10,039
-9
| -0.1% | -$1.73K | 1.79% | 11 |
|
|
2023
Q3 | $1.72M | Sell |
10,048
-37
| -0.4% | -$6.34K | 1.87% | 11 |
|
|
2023
Q2 | $1.96M | Buy |
10,085
+557
| +6% | +$108K | 2.1% | 10 |
|
|
2023
Q1 | $1.57M | Sell |
9,528
-3
| -0% | -$495 | 1.91% | 13 |
|
|
2022
Q4 | $1.24M | Buy |
+9,531
| New | +$1.24M | 1.55% | 14 |
|