CWM
Collaborative Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Sell |
23,611
-83
| -0.4% | -$17K | 2.11% | 14 |
|
|
2025
Q1 | $5.26M | Sell |
23,694
-1,196
| -5% | -$266K | 2.46% | 13 |
|
|
2024
Q4 | $6.23M | Sell |
24,890
-1,549
| -6% | -$388K | 2.83% | 11 |
|
|
2024
Q3 | $6.16M | Sell |
26,439
-72
| -0.3% | -$16.8K | 2.79% | 11 |
|
|
2024
Q2 | $5.58M | Sell |
26,511
-75
| -0.3% | -$15.8K | 2.73% | 11 |
|
|
2024
Q1 | $4.56M | Sell |
26,586
-444
| -2% | -$76.1K | 2.29% | 13 |
|
|
2023
Q4 | $5.2M | Sell |
27,030
-442
| -2% | -$85.1K | 2.82% | 8 |
|
|
2023
Q3 | $4.7M | Sell |
27,472
-358
| -1% | -$61.3K | 2.81% | 8 |
|
|
2023
Q2 | $5.4M | Buy |
27,830
+55
| +0.2% | +$10.7K | 3.21% | 6 |
|
|
2023
Q1 | $4.58M | Sell |
27,775
-118
| -0.4% | -$19.5K | 2.89% | 6 |
|
|
2022
Q4 | $3.62M | Buy |
27,893
+69
| +0.2% | +$8.97K | 2.38% | 6 |
|
|
2022
Q3 | $3.85M | Buy |
27,824
+135
| +0.5% | +$18.7K | 2.72% | 1 |
|
|
2022
Q2 | $3.79M | Buy |
+27,689
| New | +$3.79M | 2.49% | 3 |
|
|
2021
Q4 | $5.19M | Buy |
+29,224
| New | +$5.19M | 2.84% | 1 |
|
|
2021
Q1 | $4.84M | Buy |
+27,691
| New | +$4.84M | 2.79% | 1 |
|