CWA
Core Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
15,378
+982
| +7% | +$201K | 0.91% | 16 |
|
|
2025
Q1 | $3.2M | Buy |
14,396
+344
| +2% | +$76.4K | 1.02% | 16 |
|
|
2024
Q4 | $3.52M | Buy |
14,052
+313
| +2% | +$78.4K | 1.16% | 13 |
|
|
2024
Q3 | $3.2M | Buy |
13,739
+1,371
| +11% | +$319K | 1.03% | 13 |
|
|
2024
Q2 | $2.6M | Sell |
12,368
-698
| -5% | -$147K | 0.89% | 15 |
|
|
2024
Q1 | $2.24M | Sell |
13,066
-22
| -0.2% | -$3.77K | 0.76% | 18 |
|
|
2023
Q4 | $2.52M | Buy |
13,088
+919
| +8% | +$177K | 0.93% | 15 |
|
|
2023
Q3 | $2.08M | Sell |
12,169
-130
| -1% | -$22.3K | 0.85% | 16 |
|
|
2023
Q2 | $2.39M | Buy |
12,299
+79
| +0.6% | +$15.3K | 0.96% | 11 |
|
|
2023
Q1 | $2.02M | Sell |
12,220
-196
| -2% | -$32.3K | 0.8% | 15 |
|
|
2022
Q4 | $1.61M | Buy |
12,416
+663
| +6% | +$86.1K | 0.71% | 16 |
|
|
2022
Q3 | $1.62M | Buy |
11,753
+101
| +0.9% | +$14K | 0.95% | 12 |
|
|
2022
Q2 | $1.59M | Sell |
11,652
-130
| -1% | -$17.8K | 0.98% | 14 |
|
|
2022
Q1 | $2.06M | Sell |
11,782
-175
| -1% | -$30.6K | 1.15% | 9 |
|
|
2021
Q4 | $2.12M | Buy |
11,957
+2,974
| +33% | +$528K | 1.27% | 10 |
|
|
2021
Q3 | $1.27M | Sell |
8,983
-22
| -0.2% | -$3.11K | 0.84% | 10 |
|
|
2021
Q2 | $1.23M | Sell |
9,005
-3,659
| -29% | -$501K | 0.82% | 15 |
|
|
2021
Q1 | $1.55M | Buy |
12,664
+473
| +4% | +$57.8K | 1.36% | 10 |
|
|
2020
Q4 | $1.62M | Sell |
12,191
-623
| -5% | -$82.7K | 1.45% | 12 |
|
|
2020
Q3 | $1.48M | Buy |
12,814
+9,168
| +251% | +$1.06M | 1.39% | 13 |
|
|
2020
Q2 | $1.33M | Buy |
3,646
+246
| +7% | +$89.7K | 1.17% | 17 |
|
|
2020
Q1 | $865K | Buy |
3,400
+1,010
| +42% | +$257K | 0.66% | 21 |
|
|
2019
Q4 | $702K | Buy |
+2,390
| New | +$702K | 0.4% | 26 |
|