CWM
CMH Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Sell |
98,600
-9,574
| -9% | -$1.96M | 4.71% | 4 |
|
|
2025
Q1 | $24M | Buy |
108,174
+1,077
| +1% | +$239K | 6.02% | 2 |
|
|
2024
Q4 | $26.8M | Buy |
107,097
+935
| +0.9% | +$234K | 6.14% | 3 |
|
|
2024
Q3 | $24.7M | Sell |
106,162
-650
| -0.6% | -$151K | 5.82% | 2 |
|
|
2024
Q2 | $22.5M | Sell |
106,812
-2,024
| -2% | -$426K | 5.54% | 4 |
|
|
2024
Q1 | $18.7M | Sell |
108,836
-6,147
| -5% | -$1.05M | 4.74% | 4 |
|
|
2023
Q4 | $22.1M | Sell |
114,983
-483
| -0.4% | -$93K | 5.37% | 4 |
|
|
2023
Q3 | $19.8M | Buy |
115,466
+3,313
| +3% | +$567K | 5.53% | 4 |
|
|
2023
Q2 | $21.8M | Sell |
112,153
-614
| -0.5% | -$119K | 5.85% | 2 |
|
|
2023
Q1 | $18.6M | Sell |
112,767
-9,685
| -8% | -$1.6M | 5.37% | 3 |
|
|
2022
Q4 | $15.9M | Buy |
122,452
+3,350
| +3% | +$435K | 5.11% | 2 |
|
|
2022
Q3 | $16.5M | Sell |
119,102
-10,018
| -8% | -$1.38M | 6.03% | 3 |
|
|
2022
Q2 | $17.7M | Sell |
129,120
-333
| -0.3% | -$45.5K | 6.38% | 4 |
|
|
2022
Q1 | $22.6M | Buy |
129,453
+3,594
| +3% | +$628K | 6.95% | 3 |
|
|
2021
Q4 | $22.3M | Buy |
125,859
+4,772
| +4% | +$847K | 6.74% | 2 |
|
|
2021
Q3 | $17.1M | Sell |
121,087
-12,383
| -9% | -$1.75M | 5.62% | 5 |
|
|
2021
Q2 | $18.3M | Buy |
133,470
+7,999
| +6% | +$1.1M | 6.11% | 4 |
|
|
2021
Q1 | $15.3M | Sell |
125,471
-27,981
| -18% | -$3.42M | 5.77% | 3 |
|
|
2020
Q4 | $20.4M | Buy |
153,452
+2,079
| +1% | +$276K | 7.46% | 1 |
|
|
2020
Q3 | $17.5M | Buy |
151,373
+113,783
| +303% | +$13.2M | 7.5% | 2 |
|
|
2020
Q2 | $13.7M | Buy |
37,590
+7,704
| +26% | +$2.81M | 6.55% | 2 |
|
|
2020
Q1 | $7.6M | Buy |
29,886
+5,465
| +22% | +$1.39M | 4.44% | 6 |
|
|
2019
Q4 | $7.17M | Sell |
24,421
-1,462
| -6% | -$429K | 3.68% | 5 |
|
|
2019
Q3 | $5.8M | Sell |
25,883
-5,320
| -17% | -$1.19M | 3.28% | 7 |
|
|
2019
Q2 | $6.18M | Sell |
31,203
-644
| -2% | -$127K | 3.62% | 5 |
|
|
2019
Q1 | $6.05M | Buy |
31,847
+2,635
| +9% | +$500K | 3.66% | 6 |
|
|
2018
Q4 | $4.61M | Sell |
29,212
-3,915
| -12% | -$618K | 2.78% | 10 |
|
|
2018
Q3 | $7.53M | Sell |
33,127
-1,765
| -5% | -$401K | 3.94% | 4 |
|
|
2018
Q2 | $6.53M | Buy |
34,892
+3,700
| +12% | +$693K | 3.73% | 6 |
|
|
2018
Q1 | $5.2M | Sell |
31,192
-40
| -0.1% | -$6.67K | 3.51% | 6 |
|
|
2017
Q4 | $5.38M | Buy |
31,232
+1,170
| +4% | +$202K | 3.56% | 6 |
|
|
2017
Q3 | $4.62M | Buy |
30,062
+1,147
| +4% | +$176K | 3.43% | 7 |
|
|
2017
Q2 | $4.2M | Buy |
28,915
+115
| +0.4% | +$16.7K | 3.35% | 9 |
|
|
2017
Q1 | $4.08M | Sell |
28,800
-40
| -0.1% | -$5.67K | 3.2% | 9 |
|
|
2016
Q4 | $3.46M | Buy |
+28,840
| New | +$3.46M | 3.03% | 6 |
|