Compass Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
11,503
+671
| +6% | +$138K | 0.56% | 61 |
|
|
2025
Q1 | $2.41M | Sell |
10,832
-1,070
| -9% | -$238K | 0.61% | 62 |
|
|
2024
Q4 | $2.98M | Sell |
11,902
-656
| -5% | -$164K | 0.72% | 54 |
|
|
2024
Q3 | $2.93M | Sell |
12,558
-641
| -5% | -$149K | 0.69% | 56 |
|
|
2024
Q2 | $2.78M | Sell |
13,199
-267
| -2% | -$56.2K | 0.69% | 56 |
|
|
2024
Q1 | $2.31M | Buy |
13,466
+3,484
| +35% | +$597K | 0.58% | 60 |
|
|
2023
Q4 | $1.92M | Sell |
9,982
-8
| -0.1% | -$1.54K | 0.54% | 61 |
|
|
2023
Q3 | $1.71M | Sell |
9,990
-1,400
| -12% | -$240K | 0.54% | 63 |
|
|
2023
Q2 | $2.21M | Sell |
11,390
-16
| -0.1% | -$3.1K | 0.67% | 48 |
|
|
2023
Q1 | $1.88M | Sell |
11,406
-488
| -4% | -$80.5K | 0.6% | 57 |
|
|
2022
Q4 | $1.55M | Buy |
+11,894
| New | +$1.55M | 0.51% | 66 |
|