CM Wealth 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 | $6.49M | Buy |
31,622
+1,388
| +5% | +$285K | 1.91% | 12 |
|
|
2025
Q1 | $6.72M | Sell |
30,234
-235
| -0.8% | -$52.2K | 2.15% | 12 |
|
|
2024
Q4 | $7.63M | Buy |
30,469
+22,250
| +271% | +$5.57M | 2.49% | 9 |
|
|
2024
Q3 | $1.92M | Hold |
8,219
| – | – | 0.62% | 19 |
|
|
2024
Q2 | $1.73M | Sell |
8,219
-5,775
| -41% | -$1.22M | 0.82% | 15 |
|
|
2024
Q1 | $2.55M | Buy |
13,994
+8,603
| +160% | +$1.57M | 0.73% | 18 |
|
|
2023
Q4 | $1.04M | Hold |
5,391
| – | – | 0.45% | 21 |
|
|
2023
Q3 | $1.01M | Sell |
5,391
-31,774
| -85% | -$5.96M | 0.39% | 22 |
|
|
2023
Q2 | $7.28M | Buy |
37,165
+30,647
| +470% | +$6M | 2.39% | 8 |
|
|
2023
Q1 | $1.07M | Buy |
6,518
+972
| +18% | +$159K | 0.21% | 144 |
|
|
2022
Q4 | $721K | Sell |
5,546
-190
| -3% | -$24.7K | 0.37% | 27 |
|
|
2022
Q3 | $793M | Sell |
5,736
-130
| -2% | -$18M | 0.44% | 23 |
|
|
2022
Q2 | $802K | Buy |
+5,866
| New | +$802K | 0.49% | 25 |
|