CWA
Continuum Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Hold |
1,886
| – | – | 0.19% | 39 |
|
|
2025
Q1 | $419K | Sell |
1,886
-255
| -12% | -$56.6K | 0.21% | 32 |
|
|
2024
Q4 | $536K | Buy |
2,141
+265
| +14% | +$66.4K | 0.27% | 30 |
|
|
2024
Q3 | $437K | Sell |
1,876
-746
| -28% | -$174K | 0.23% | 35 |
|
|
2024
Q2 | $552K | Sell |
2,622
-306
| -10% | -$64.5K | 0.29% | 28 |
|
|
2024
Q1 | $502K | Buy |
2,928
+1,045
| +55% | +$179K | 0.28% | 31 |
|
|
2023
Q4 | $363K | Sell |
1,883
-2
| -0.1% | -$385 | 0.24% | 34 |
|
|
2023
Q3 | $323K | Sell |
1,885
-2
| -0.1% | -$342 | 0.23% | 36 |
|
|
2023
Q2 | $366K | Sell |
1,887
-4
| -0.2% | -$776 | 0.26% | 31 |
|
|
2023
Q1 | $312K | Sell |
1,891
-322
| -15% | -$53.1K | 0.25% | 30 |
|
|
2022
Q4 | $288K | Buy |
+2,213
| New | +$288K | 0.29% | 33 |
|