CFS
Commonwealth Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.48M | Sell |
21,819
-563
| -3% | -$116K | 0.86% | 31 |
|
|
2025
Q1 | $4.97M | Buy |
22,382
+1,314
| +6% | +$292K | 1.02% | 32 |
|
|
2024
Q4 | $5.28M | Buy |
21,068
+5,862
| +39% | +$1.47M | 1.03% | 32 |
|
|
2024
Q3 | $3.44M | Sell |
15,206
-106
| -0.7% | -$24K | 0.68% | 37 |
|
|
2024
Q2 | $3.49M | Sell |
15,312
-8
| -0.1% | -$1.82K | 0.72% | 35 |
|
|
2024
Q1 | $2.95M | Hold |
15,320
| – | – | 0.69% | 34 |
|
|
2023
Q4 | $2.95M | Sell |
15,320
-240
| -2% | -$46.2K | 0.69% | 34 |
|
|
2023
Q3 | $2.66M | Buy |
+15,560
| New | +$2.66M | 0.79% | 32 |
|
|
2017
Q1 | $88K | Sell |
608
-1,000
| -62% | -$145K | 0.1% | 78 |
|
|
2016
Q4 | $193K | Hold |
1,608
| – | – | 0.19% | 57 |
|
|
2016
Q3 | $182K | Hold |
1,608
| – | – | 0.17% | 56 |
|
|
2016
Q2 | $154K | Hold |
1,608
| – | – | 0.18% | 56 |
|
|
2016
Q1 | $175K | Hold |
1,608
| – | – | 0.26% | 41 |
|
|
2015
Q4 | $169K | Sell |
1,608
-8
| -0.5% | -$841 | 0.57% | 44 |
|
|
2015
Q3 | $178K | Buy |
1,616
+300
| +23% | +$33K | 0.21% | 46 |
|
|
2015
Q2 | $165K | Buy |
1,316
+8
| +0.6% | +$1K | 0.18% | 48 |
|
|
2015
Q1 | $163K | Sell |
1,308
-4,784
| -79% | -$596K | 0.14% | 55 |
|
|
2014
Q4 | $672K | Buy |
+6,092
| New | +$672K | 0.6% | 15 |
|