CWM
Congress Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394M | Buy |
1,922,034
+161,537
| +9% | +$33.1M | 3.82% | 2 |
|
|
2025
Q1 | $390M | Buy |
1,760,497
+967,724
| +122% | +$215M | 4.68% | 1 |
|
|
2024
Q4 | $199M | Buy |
792,773
+71,509
| +10% | +$17.9M | 2.73% | 2 |
|
|
2024
Q3 | $168M | Buy |
721,264
+177,915
| +33% | +$41.5M | 2.24% | 2 |
|
|
2024
Q2 | $114M | Buy |
543,349
+19,189
| +4% | +$4.04M | 1.82% | 5 |
|
|
2024
Q1 | $89.9M | Sell |
524,160
-108,895
| -17% | -$18.7M | 1.55% | 10 |
|
|
2023
Q4 | $122M | Buy |
633,055
+89,956
| +17% | +$17.3M | 2.24% | 4 |
|
|
2023
Q3 | $93M | Buy |
543,099
+65,071
| +14% | +$11.1M | 1.92% | 7 |
|
|
2023
Q2 | $92.7M | Buy |
478,028
+4,712
| +1% | +$914K | 2.15% | 5 |
|
|
2023
Q1 | $78M | Sell |
473,316
-5,148
| -1% | -$849K | 1.88% | 7 |
|
|
2022
Q4 | $62.2M | Buy |
478,464
+16,990
| +4% | +$2.21M | 1.6% | 10 |
|
|
2022
Q3 | $63.8M | Buy |
461,474
+3,488
| +0.8% | +$482K | 1.72% | 8 |
|
|
2022
Q2 | $62.6M | Sell |
457,986
-10,999
| -2% | -$1.5M | 1.6% | 11 |
|
|
2022
Q1 | $81.9M | Sell |
468,985
-52,252
| -10% | -$9.12M | 1.79% | 6 |
|
|
2021
Q4 | $92.6M | Buy |
+521,237
| New | +$92.6M | 1.84% | 5 |
|