CWM
Core Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
2,611
-346
| -12% | -$71K | 0.19% | 19 |
|
|
2025
Q1 | $657K | Hold |
2,957
| – | – | 0.25% | 15 |
|
|
2024
Q4 | $741K | Sell |
2,957
-11
| -0.4% | -$2.76K | 0.29% | 12 |
|
|
2024
Q3 | $625K | Hold |
2,968
| – | – | 0.25% | 15 |
|
|
2024
Q2 | $625K | Buy |
2,968
+50
| +2% | +$10.5K | 0.25% | 15 |
|
|
2024
Q1 | $500K | Buy |
2,918
+1,248
| +75% | +$214K | 0.22% | 15 |
|
|
2023
Q4 | $322K | Hold |
1,670
| – | – | 0.15% | 17 |
|
|
2023
Q3 | $286K | Buy |
1,670
+37
| +2% | +$6.34K | 0.15% | 15 |
|
|
2023
Q2 | $317K | Buy |
1,633
+29
| +2% | +$5.63K | 0.16% | 16 |
|
|
2023
Q1 | $265K | Buy |
+1,604
| New | +$265K | 0.14% | 18 |
|