CWA
AAPL icon

CogentBlue Wealth Advisors’s Apple AAPL Stock Holding History

CogentBlue Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.12M Sell
10,349
-2,330
-18% -$478K 1.63% 18
2025
Q1 		$2.82M Buy
12,679
+4,551
+56% +$1.01M 2.47% 11
2024
Q4 		$2.04M Buy
+8,128
New +$2.04M 1.79% 16