Commonwealth Retirement Investments’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
12,304
+6
| +0% | +$1.23K | 0.96% | 35 |
|
|
2025
Q1 | $2.73M | Buy |
12,298
+437
| +4% | +$97.1K | 1.11% | 29 |
|
|
2024
Q4 | $2.97M | Buy |
11,861
+340
| +3% | +$85.1K | 1.22% | 23 |
|
|
2024
Q3 | $2.68M | Buy |
11,521
+1,592
| +16% | +$371K | 1.13% | 28 |
|
|
2024
Q2 | $2.09M | Buy |
9,929
+496
| +5% | +$104K | 0.96% | 32 |
|
|
2024
Q1 | $1.62M | Buy |
9,433
+222
| +2% | +$38.1K | 0.77% | 38 |
|
|
2023
Q4 | $1.77M | Buy |
9,211
+1,696
| +23% | +$327K | 0.94% | 32 |
|
|
2023
Q3 | $1.29M | Sell |
7,515
-1,106
| -13% | -$189K | 0.74% | 36 |
|
|
2023
Q2 | $1.67M | Buy |
8,621
+1,055
| +14% | +$205K | 0.93% | 34 |
|
|
2023
Q1 | $1.25M | Sell |
7,566
-65
| -0.9% | -$10.7K | 0.74% | 36 |
|
|
2022
Q4 | $992K | Buy |
+7,631
| New | +$992K | 0.6% | 40 |
|