CSIA
Conrad Siegel Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
10,194
-161
| -2% | -$33K | 0.47% | 18 |
|
|
2025
Q1 | $2.3M | Sell |
10,355
-298
| -3% | -$66.2K | 0.59% | 15 |
|
|
2024
Q4 | $2.67M | Buy |
10,653
+204
| +2% | +$51.1K | 0.72% | 13 |
|
|
2024
Q3 | $2.43M | Buy |
10,449
+129
| +1% | +$30.1K | 0.66% | 14 |
|
|
2024
Q2 | $2.17M | Buy |
10,320
+218
| +2% | +$45.9K | 0.63% | 14 |
|
|
2024
Q1 | $1.73M | Sell |
10,102
-355
| -3% | -$60.9K | 0.51% | 14 |
|
|
2023
Q4 | $2.01M | Buy |
10,457
+527
| +5% | +$101K | 0.92% | 9 |
|
|
2023
Q3 | $1.7M | Buy |
9,930
+2,033
| +26% | +$348K | 0.88% | 8 |
|
|
2023
Q2 | $1.53M | Buy |
7,897
+1,436
| +22% | +$279K | 1.19% | 8 |
|
|
2023
Q1 | $1.07M | Sell |
6,461
-4,073
| -39% | -$672K | 0.94% | 8 |
|
|
2022
Q4 | $1.37M | Sell |
10,534
-1,640
| -13% | -$213K | 1.37% | 8 |
|
|
2022
Q3 | $1.68M | Sell |
12,174
-2,897
| -19% | -$400K | 1.9% | 11 |
|
|
2022
Q2 | $2.06M | Sell |
15,071
-336
| -2% | -$45.9K | 2.24% | 10 |
|
|
2022
Q1 | $2.69M | Buy |
15,407
+336
| +2% | +$58.7K | 2.44% | 6 |
|
|
2021
Q4 | $2.13M | Buy |
+15,071
| New | +$2.13M | 1.85% | 10 |
|