CFCI
Comprehensive Financial Consultants Institutional’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Buy |
29,808
+728
| +3% | +$149K | 2.01% | 5 |
|
|
2025
Q1 | $6.46M | Buy |
29,080
+257
| +0.9% | +$57.1K | 2.3% | 2 |
|
|
2024
Q4 | $7.22M | Buy |
28,823
+290
| +1% | +$72.6K | 2.63% | 2 |
|
|
2024
Q3 | $6.65M | Sell |
28,533
-729
| -2% | -$170K | 2.43% | 2 |
|
|
2024
Q2 | $6.16M | Buy |
29,262
+878
| +3% | +$185K | 2.41% | 3 |
|
|
2024
Q1 | $4.87M | Buy |
28,384
+1,406
| +5% | +$241K | 2.02% | 5 |
|
|
2023
Q4 | $5.19M | Sell |
26,978
-569
| -2% | -$110K | 2.42% | 3 |
|
|
2023
Q3 | $4.72M | Buy |
27,547
+982
| +4% | +$168K | 2.48% | 1 |
|
|
2023
Q2 | $5.15M | Sell |
26,565
-1,955
| -7% | -$379K | 2.72% | 1 |
|
|
2023
Q1 | $4.7M | Buy |
28,520
+2,496
| +10% | +$412K | 2.66% | 1 |
|
|
2022
Q4 | $3.47M | Buy |
26,024
+1,016
| +4% | +$136K | 2.1% | 3 |
|
|
2022
Q3 | $3.56M | Buy |
25,008
+1,237
| +5% | +$176K | 2.35% | 1 |
|
|
2022
Q2 | $3.47M | Buy |
+23,771
| New | +$3.47M | 2.46% | 1 |
|
|
2022
Q1 | – | Sell |
-24,018
| Closed | -$3.96M | – | 156 |
|
|
2021
Q4 | $3.96M | Buy |
+24,018
| New | +$3.96M | 2.54% | 1 |
|