Community Financial Services Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Sell |
115,053
-1,394
| -1% | -$286K | 4.7% | 3 |
|
|
2025
Q1 | $25.9M | Sell |
116,447
-4,960
| -4% | -$1.1M | 5.61% | 3 |
|
|
2024
Q4 | $30.4M | Buy |
121,407
+2,108
| +2% | +$528K | 6.03% | 1 |
|
|
2024
Q3 | $27.8M | Sell |
119,299
-1,883
| -2% | -$439K | 5.69% | 3 |
|
|
2024
Q2 | $25.5M | Buy |
121,182
+803
| +0.7% | +$169K | 5.5% | 3 |
|
|
2024
Q1 | $20.6M | Buy |
+120,379
| New | +$20.6M | 4.7% | 3 |
|
|
2023
Q3 | $18.5M | Buy |
+108,211
| New | +$18.5M | 4.67% | 3 |
|
|
2021
Q4 | $19.5M | Sell |
109,854
-442
| -0.4% | -$78.5K | 4.89% | 2 |
|
|
2021
Q3 | $15.6M | Sell |
110,296
-3,337
| -3% | -$472K | 4.25% | 2 |
|
|
2021
Q2 | $15.6M | Sell |
113,633
-2,182
| -2% | -$299K | 4.34% | 2 |
|
|
2021
Q1 | $14.1M | Sell |
115,815
-10,842
| -9% | -$1.32M | 4.19% | 2 |
|
|
2020
Q4 | $16.8M | Sell |
126,657
-5,608
| -4% | -$744K | 5.29% | 2 |
|
|
2020
Q3 | $15.3M | Sell |
132,265
-6,735
| -5% | -$780K | 5.66% | 2 |
|
|
2020
Q2 | $12.7M | Sell |
139,000
-15,412
| -10% | -$1.41M | 4.82% | 3 |
|
|
2020
Q1 | $9.82M | Buy |
154,412
+1,088
| +0.7% | +$69.2K | 3.35% | 8 |
|
|
2019
Q4 | $11.3M | Buy |
153,324
+3,880
| +3% | +$285K | 2.92% | 10 |
|
|
2019
Q3 | $8.37M | Buy |
149,444
+5,736
| +4% | +$321K | 2.42% | 14 |
|
|
2019
Q2 | $7.11M | Sell |
143,708
-2,116
| -1% | -$105K | 2.43% | 19 |
|
|
2019
Q1 | $6.93M | Buy |
145,824
+5,168
| +4% | +$245K | 2.36% | 17 |
|
|
2018
Q4 | $5.55M | Buy |
140,656
+4,220
| +3% | +$166K | 2.1% | 22 |
|
|
2018
Q3 | $7.7M | Sell |
136,436
-1,812
| -1% | -$102K | 2.63% | 14 |
|
|
2018
Q2 | $6.4M | Buy |
138,248
+6,880
| +5% | +$318K | 2.29% | 22 |
|
|
2018
Q1 | $5.51M | Buy |
131,368
+176
| +0.1% | +$7.38K | 2.16% | 24 |
|
|
2017
Q4 | $5.55M | Sell |
131,192
-1,220
| -0.9% | -$51.6K | 2.15% | 25 |
|
|
2017
Q3 | $5.1M | Buy |
132,412
+1,500
| +1% | +$57.8K | 2.09% | 25 |
|
|
2017
Q2 | $4.71M | Buy |
130,912
+4,740
| +4% | +$171K | 2.07% | 25 |
|
|
2017
Q1 | $4.53M | Buy |
126,172
+5,580
| +5% | +$200K | 2.04% | 23 |
|
|
2016
Q4 | $3.49M | Buy |
120,592
+2,360
| +2% | +$68.3K | 1.65% | 29 |
|
|
2016
Q3 | $3.34M | Buy |
118,232
+10,100
| +9% | +$285K | 1.58% | 32 |
|
|
2016
Q2 | $2.58M | Buy |
+108,132
| New | +$2.58M | 1.28% | 33 |
|
|
2015
Q4 | – | Sell |
-2,432
| Closed | -$67K | – | 66 |
|
|
2015
Q3 | $67K | Buy |
2,432
+140
| +6% | +$3.86K | 0.03% | 107 |
|
|
2015
Q2 | $72K | Sell |
2,292
-1,464
| -39% | -$46K | 0.03% | 106 |
|
|
2015
Q1 | $117K | Sell |
3,756
-1,476
| -28% | -$46K | 0.05% | 87 |
|
|
2014
Q4 | $144K | Buy |
5,232
+420
| +9% | +$11.6K | 0.07% | 83 |
|
|
2014
Q3 | $121K | Sell |
4,812
-980
| -17% | -$24.6K | 0.06% | 88 |
|
|
2014
Q2 | $135K | Sell |
5,792
-1,040
| -15% | -$24.2K | 0.07% | 81 |
|
|
2014
Q1 | $131K | Sell |
6,832
-5,712
| -46% | -$110K | 0.06% | 82 |
|
|
2013
Q4 | $251K | Hold |
12,544
| – | – | 0.14% | 60 |
|
|
2013
Q3 | $214K | Buy |
12,544
+2,520
| +25% | +$43K | 0.12% | 64 |
|
|
2013
Q2 | $142K | Buy |
+10,024
| New | +$142K | 0.08% | 70 |
|