CPC
Consolidated Planning Corp’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
62,680
-18,103
| -22% | -$3.71M | 1.61% | 13 |
|
|
2025
Q1 | $17.9M | Buy |
80,783
+3,793
| +5% | +$843K | 2.47% | 8 |
|
|
2024
Q4 | $19.3M | Buy |
76,990
+3,026
| +4% | +$758K | 2.62% | 9 |
|
|
2024
Q3 | $17.2M | Buy |
73,964
+1,908
| +3% | +$445K | 2.56% | 7 |
|
|
2024
Q2 | $15.2M | Buy |
72,056
+2,380
| +3% | +$501K | 2.5% | 7 |
|
|
2024
Q1 | $11.9M | Buy |
69,676
+259
| +0.4% | +$44.4K | 2.04% | 9 |
|
|
2023
Q4 | $13.4M | Buy |
69,417
+67
| +0.1% | +$12.9K | 2.49% | 7 |
|
|
2023
Q3 | $11.9M | Sell |
69,350
-697
| -1% | -$119K | 2.63% | 6 |
|
|
2023
Q2 | $13.6M | Buy |
70,047
+5,286
| +8% | +$1.03M | 2.86% | 5 |
|
|
2023
Q1 | $10.7M | Sell |
64,761
-12,151
| -16% | -$2M | 2.77% | 6 |
|
|
2022
Q4 | $9.99M | Buy |
76,912
+1,845
| +2% | +$240K | 2.77% | 6 |
|
|
2022
Q3 | $10.4M | Sell |
75,067
-1,038
| -1% | -$143K | 3.24% | 5 |
|
|
2022
Q2 | $10.4M | Buy |
76,105
+43,008
| +130% | +$5.88M | 3.25% | 5 |
|
|
2022
Q1 | $5.78M | Sell |
33,097
-86
| -0.3% | -$15K | 4.01% | 5 |
|
|
2021
Q4 | $5.89M | Buy |
33,183
+370
| +1% | +$65.7K | 3.8% | 5 |
|
|
2021
Q3 | $4.64M | Buy |
32,813
+271
| +0.8% | +$38.3K | 3.02% | 7 |
|
|
2021
Q2 | $4.46M | Sell |
32,542
-198
| -0.6% | -$27.1K | 3.3% | 7 |
|
|
2021
Q1 | $4M | Sell |
32,740
-367
| -1% | -$44.8K | 2.55% | 8 |
|
|
2020
Q4 | $4.39M | Buy |
33,107
+711
| +2% | +$94.3K | 2.86% | 8 |
|
|
2020
Q3 | $3.75M | Buy |
32,396
+21,866
| +208% | +$2.53M | 2.79% | 6 |
|
|
2020
Q2 | $3.84M | Sell |
10,530
-24
| -0.2% | -$8.75K | 3.77% | 3 |
|
|
2020
Q1 | $2.68M | Sell |
10,554
-427
| -4% | -$109K | 3.37% | 5 |
|
|
2019
Q4 | $3.23M | Buy |
+10,981
| New | +$3.23M | 3.19% | 6 |
|