CAM
Cobblestone Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
7,798
-229
| -3% | -$47K | 0.84% | 25 |
|
|
2025
Q1 | $1.78M | Buy |
8,027
+2,080
| +35% | +$462K | 1.04% | 25 |
|
|
2024
Q4 | $1.49M | Hold |
5,947
| – | – | 0.97% | 24 |
|
|
2024
Q3 | $1.39M | Buy |
5,947
+112
| +2% | +$26.1K | 0.83% | 20 |
|
|
2024
Q2 | $1.23M | Hold |
5,835
| – | – | 0.8% | 20 |
|
|
2024
Q1 | $1M | Hold |
5,835
| – | – | 0.68% | 25 |
|
|
2023
Q4 | $1.12M | Hold |
5,835
| – | – | 0.83% | 19 |
|
|
2023
Q3 | $999K | Buy |
+5,835
| New | +$999K | 0.82% | 28 |
|