CWP
Concord Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
68,788
-6,001
| -8% | -$1.23M | 2.06% | 9 |
|
|
2025
Q1 | $16.6M | Sell |
74,789
-4,314
| -5% | -$958K | 2.73% | 8 |
|
|
2024
Q4 | $19.8M | Buy |
79,103
+607
| +0.8% | +$152K | 3.24% | 6 |
|
|
2024
Q3 | $18.3M | Buy |
78,496
+2,547
| +3% | +$593K | 3.05% | 7 |
|
|
2024
Q2 | $16M | Buy |
75,949
+4,022
| +6% | +$847K | 2.82% | 9 |
|
|
2024
Q1 | $12.3M | Buy |
71,927
+10,286
| +17% | +$1.76M | 2.22% | 10 |
|
|
2023
Q4 | $11.9M | Buy |
61,641
+8,264
| +15% | +$1.59M | 2.38% | 8 |
|
|
2023
Q3 | $9.14M | Buy |
53,377
+1,022
| +2% | +$175K | 1.94% | 13 |
|
|
2023
Q2 | $10.2M | Buy |
52,355
+10,334
| +25% | +$2M | 2.19% | 12 |
|
|
2023
Q1 | $6.93M | Buy |
42,021
+1,798
| +4% | +$296K | 1.97% | 15 |
|
|
2022
Q4 | $5.23M | Sell |
40,223
-5,355
| -12% | -$696K | 1.57% | 17 |
|
|
2022
Q3 | $6.3M | Buy |
45,578
+388
| +0.9% | +$53.6K | 2% | 14 |
|
|
2022
Q2 | $6.18M | Buy |
45,190
+5,845
| +15% | +$799K | 1.7% | 14 |
|
|
2022
Q1 | $6.87M | Buy |
39,345
+2,210
| +6% | +$386K | 1.78% | 13 |
|
|
2021
Q4 | $6.59M | Buy |
37,135
+20,963
| +130% | +$3.72M | 1.61% | 12 |
|
|
2021
Q3 | $2.29M | Sell |
16,172
-15,243
| -49% | -$2.16M | 0.94% | 14 |
|
|
2021
Q2 | $4.3M | Sell |
31,415
-2,041
| -6% | -$280K | 1.23% | 14 |
|
|
2021
Q1 | $4.09M | Buy |
33,456
+6,302
| +23% | +$770K | 1.38% | 14 |
|
|
2020
Q4 | $3.6M | Buy |
+27,154
| New | +$3.6M | 2.78% | 3 |
|