CGA
Compound Global Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $9.89M | Buy |
57,651
+30,474
| +112% | +$5.23M | 1.47% | 23 |
|
|
2023
Q4 | $5.23M | Sell |
27,177
-25,000
| -48% | -$4.81M | 0.97% | 39 |
|
|
2023
Q3 | $8.93M | Hold |
52,177
| – | – | 1.96% | 23 |
|
|
2023
Q2 | $10.1M | Sell |
52,177
-26,635
| -34% | -$5.17M | 2.33% | 18 |
|
|
2023
Q1 | $13M | Buy |
78,812
+27,126
| +52% | +$4.47M | 3.3% | 13 |
|
|
2022
Q4 | $6.72M | Buy |
+51,686
| New | +$6.72M | 1.91% | 24 |
|