Commonwealth Equity Services
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Commonwealth Equity Services’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.32B Sell
11,320,083
-639,300
-5% -$131M 3.07% 1
2025
Q1
$2.66B Buy
11,959,383
+365,395
+3% +$81.2M 3.76% 1
2024
Q4
$2.9B Buy
11,593,988
+77,639
+0.7% +$19.4M 4.24% 1
2024
Q3
$2.68B Sell
11,516,349
-472,925
-4% -$110M 4.07% 1
2024
Q2
$2.53B Sell
11,989,274
-25,399
-0.2% -$5.35M 4% 1
2024
Q1
$2.06B Sell
12,014,673
-21,706
-0.2% -$3.72M 3.42% 1
2023
Q4
$2.32B Buy
12,036,379
+19,475
+0.2% +$3.75M 4.25% 1
2023
Q3
$2.06B Sell
12,016,904
-79,218
-0.7% -$13.6M 4.26% 1
2023
Q2
$2.35B Buy
12,096,122
+64,351
+0.5% +$12.5M 4.77% 1
2023
Q1
$1.98M Buy
12,031,771
+91,185
+0.8% +$15K 4.16% 2
2022
Q4
$1.55B Sell
11,940,586
-114,941
-1% -$14.9M 3.73% 1
2022
Q3
$1.67B Sell
12,055,527
-30,537
-0.3% -$4.22M 4.29% 1
2022
Q2
$1.65B Sell
12,086,064
-167,377
-1% -$22.9M 4.31% 1
2022
Q1
$2.14B Buy
12,253,441
+98,629
+0.8% +$17.2M 4.89% 1
2021
Q4
$2.29B Buy
12,154,812
+45,892
+0.4% +$8.66M 5.17% 1
2021
Q3
$1.71B Buy
12,108,920
+15,062
+0.1% +$2.13M 4.3% 1
2021
Q2
$1.66B Buy
12,093,858
+126,877
+1% +$17.4M 4.21% 1
2021
Q1
$1.46B Sell
11,966,981
-160,356
-1% -$19.6M 4.14% 1
2020
Q4
$1.61B Sell
12,127,337
-158,141
-1% -$21M 4.84% 1
2020
Q3
$1.42B Buy
12,285,478
+9,209,791
+299% +$1.07B 4.86% 1
2020
Q2
$1.12B Buy
3,075,687
+38,983
+1% +$14.2M 4.23% 1
2020
Q1
$772M Sell
3,036,704
-9,071
-0.3% -$2.31M 3.6% 1
2019
Q4
$894M Sell
3,045,775
-5,287
-0.2% -$1.55M 3.4% 1
2019
Q3
$683M Buy
3,051,062
+47,129
+2% +$10.6M 2.92% 1
2019
Q2
$595M Sell
3,003,933
-3,830
-0.1% -$758K 2.62% 1
2019
Q1
$571M Buy
3,007,763
+99,209
+3% +$18.8M 2.64% 1
2018
Q4
$459M Buy
2,908,554
+123,451
+4% +$19.5M 2.44% 2
2018
Q3
$629M Buy
2,785,103
+31,669
+1% +$7.15M 3.01% 1
2018
Q2
$510M Buy
2,753,434
+13,215
+0.5% +$2.45M 2.66% 2
2018
Q1
$460M Buy
2,740,219
+27,255
+1% +$4.57M 2.5% 3
2017
Q4
$459M Buy
2,712,964
+85,517
+3% +$14.5M 2.51% 4
2017
Q3
$405M Buy
2,627,447
+40,886
+2% +$6.3M 2.42% 4
2017
Q2
$373M Buy
2,586,561
+37,118
+1% +$5.35M 2.37% 4
2017
Q1
$366M Sell
2,549,443
-15,132
-0.6% -$2.17M 2.45% 4
2016
Q4
$297M Sell
2,564,575
-14,158
-0.5% -$1.64M 2.19% 4
2016
Q3
$292M Sell
2,578,733
-29,979
-1% -$3.39M 2.31% 4
2016
Q2
$249M Buy
2,608,712
+103,351
+4% +$9.88M 2.1% 4
2016
Q1
$273M Buy
2,505,361
+64,640
+3% +$7.05M 2.43% 3
2015
Q4
$257M Buy
2,440,721
+87,503
+4% +$9.21M 2.43% 3
2015
Q3
$260M Buy
2,353,218
+175,833
+8% +$19.4M 2.73% 3
2015
Q2
$273M Buy
2,177,385
+49,266
+2% +$6.18M 2.71% 3
2015
Q1
$265M Buy
2,128,119
+113,026
+6% +$14.1M 2.75% 3
2014
Q4
$222M Buy
2,015,093
+38,945
+2% +$4.3M 2.49% 3
2014
Q3
$199M Buy
1,976,148
+63,034
+3% +$6.35M 2.42% 3
2014
Q2
$178M Buy
1,913,114
+1,647,144
+619% +$153M 2.16% 4
2014
Q1
$143M Sell
265,970
-16,795
-6% -$9.01M 1.97% 4
2013
Q4
$159M Buy
282,765
+5,387
+2% +$3.02M 2.3% 3
2013
Q3
$132M Buy
277,378
+1,546
+0.6% +$737K 2.15% 4
2013
Q2
$109M Buy
+275,832
New +$109M 1.93% 4