CAS
Coppell Advisory Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.31M | Buy |
46,284
+5,467
| +13% | +$1.1M | 1.1% | 20 |
|
|
2025
Q1 | $8.62M | Buy |
40,817
+4,549
| +13% | +$961K | 1.2% | 17 |
|
|
2024
Q4 | $9.15M | Buy |
36,268
+3,621
| +11% | +$914K | 1.28% | 13 |
|
|
2024
Q3 | $7.44M | Sell |
32,647
-112,078
| -77% | -$25.5M | 1.09% | 15 |
|
|
2024
Q2 | $30.5M | Buy |
+144,725
| New | +$30.5M | 5.03% | 4 |
|
|
2023
Q4 | $13.5M | Buy |
70,041
+51,274
| +273% | +$9.87M | 2.69% | 4 |
|
|
2023
Q3 | $2.44M | Sell |
18,767
-1,586
| -8% | -$206K | 0.84% | 28 |
|
|
2023
Q2 | $3.86M | Sell |
20,353
-12,787
| -39% | -$2.42M | 1.09% | 19 |
|
|
2023
Q1 | $5.37M | Buy |
33,140
+14,373
| +77% | +$2.33M | 1.76% | 5 |
|
|
2022
Q4 | $2.44M | Buy |
+18,767
| New | +$2.44M | 0.83% | 29 |
|
|
2020
Q4 | $1.71M | Buy |
+12,873
| New | +$1.71M | 0.86% | 29 |
|