CIA
Concurrent Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133M | Buy |
664,788
+31,545
| +5% | +$6.32M | 2.57% | 3 |
|
|
2025
Q1 | $137M | Buy |
633,243
+124,689
| +25% | +$27M | 3.33% | 1 |
|
|
2024
Q4 | $123M | Buy |
508,554
+3,726
| +0.7% | +$904K | 3.32% | 1 |
|
|
2024
Q3 | $114M | Buy |
504,828
+22,183
| +5% | +$5.01M | 3.36% | 1 |
|
|
2024
Q2 | $102M | Buy |
482,645
+88,302
| +22% | +$18.6M | 3.34% | 1 |
|
|
2024
Q1 | $64.9M | Sell |
394,343
-5,320
| -1% | -$875K | 2.62% | 2 |
|
|
2023
Q4 | $73.9M | Buy |
+399,663
| New | +$73.9M | 3.49% | 2 |
|