CW
Connectus Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $243M | Buy |
1,650,790
+110,930
| +7% | +$16.3M | 6.65% | 1 |
|
|
2023
Q4 | $249M | Buy |
1,539,860
+220,098
| +17% | +$35.6M | 5.11% | 1 |
|
|
2023
Q3 | $222M | Sell |
1,319,762
-197,435
| -13% | -$33.2M | 4.94% | 1 |
|
|
2023
Q2 | $289M | Buy |
1,517,197
+85,782
| +6% | +$16.4M | 6.66% | 1 |
|
|
2023
Q1 | $231M | Sell |
1,431,415
-215,605
| -13% | -$34.8M | 5.69% | 1 |
|
|
2022
Q4 | $250M | Sell |
1,647,020
-68,945
| -4% | -$10.5M | 5.91% | 1 |
|
|
2022
Q3 | $277M | Sell |
1,715,965
-202,924
| -11% | -$32.8M | 5.78% | 1 |
|
|
2022
Q2 | $262M | Buy |
1,918,889
+1,047,469
| +120% | +$143M | 5.99% | 1 |
|
|
2022
Q1 | $154M | Sell |
871,420
-358,590
| -29% | -$63.3M | 4.87% | 1 |
|
|
2021
Q4 | $219M | Buy |
1,230,010
+863,888
| +236% | +$153M | 8.46% | 1 |
|
|
2021
Q3 | $51.8M | Sell |
366,122
-3,075
| -0.8% | -$435K | 5.8% | 5 |
|
|
2021
Q2 | $50.6M | Sell |
369,197
-2,355
| -0.6% | -$323K | 5.68% | 6 |
|
|
2021
Q1 | $46.8M | Buy |
+371,552
| New | +$46.8M | 5.61% | 7 |
|