CWA
Consilio Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Sell |
17,256
-247
| -1% | -$49.7K | 1.24% | 18 |
|
|
2025
Q1 | $3.89M | Buy |
17,503
+165
| +1% | +$36.7K | 1.62% | 13 |
|
|
2024
Q4 | $4.34M | Buy |
17,338
+192
| +1% | +$48.1K | 1.78% | 12 |
|
|
2024
Q3 | $3.99M | Buy |
17,146
+3,324
| +24% | +$774K | 1.65% | 12 |
|
|
2024
Q2 | $2.91M | Buy |
13,822
+941
| +7% | +$198K | 1.31% | 17 |
|
|
2024
Q1 | $2.21M | Buy |
12,881
+347
| +3% | +$59.5K | 1.03% | 17 |
|
|
2023
Q4 | $2.41M | Buy |
12,534
+2,746
| +28% | +$529K | 1.22% | 17 |
|
|
2023
Q3 | $1.69M | Buy |
9,788
+112
| +1% | +$19.3K | 0.98% | 19 |
|
|
2023
Q2 | $1.88M | Buy |
9,676
+222
| +2% | +$43.1K | 1.03% | 20 |
|
|
2023
Q1 | $1.56M | Buy |
9,454
+180
| +2% | +$29.7K | 0.88% | 24 |
|
|
2022
Q4 | $1.21M | Buy |
9,274
+1,794
| +24% | +$233K | 0.77% | 22 |
|
|
2022
Q3 | $1.03M | Buy |
7,480
+4,793
| +178% | +$663K | 0.81% | 26 |
|
|
2022
Q2 | $367K | Buy |
2,687
+700
| +35% | +$95.6K | 0.3% | 32 |
|
|
2022
Q1 | $347K | Sell |
1,987
-34
| -2% | -$5.94K | 0.27% | 36 |
|
|
2021
Q4 | $359K | Buy |
+2,021
| New | +$359K | 0.28% | 35 |
|