CWP
Core Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
64,449
+258
| +0.4% | +$52.9K | 6.71% | 2 |
|
|
2025
Q1 | $14.3M | Sell |
64,191
-4,170
| -6% | -$926K | 8.29% | 1 |
|
|
2024
Q4 | $17.1M | Buy |
68,361
+491
| +0.7% | +$123K | 9.81% | 1 |
|
|
2024
Q3 | $15.8M | Buy |
67,870
+2,493
| +4% | +$581K | 9.59% | 1 |
|
|
2024
Q2 | $13.8M | Buy |
65,377
+5,505
| +9% | +$1.16M | 9.41% | 1 |
|
|
2024
Q1 | $10.3M | Buy |
59,872
+121
| +0.2% | +$20.7K | 7.76% | 2 |
|
|
2023
Q4 | $11.5M | Buy |
59,751
+417
| +0.7% | +$80.3K | 9.43% | 2 |
|
|
2023
Q3 | $10.2M | Buy |
59,334
+8,791
| +17% | +$1.51M | 9.23% | 2 |
|
|
2023
Q2 | $9.8M | Buy |
50,543
+5,236
| +12% | +$1.02M | 9.06% | 1 |
|
|
2023
Q1 | $7.47M | Sell |
45,307
-81,236
| -64% | -$13.4M | 7.5% | 2 |
|
|
2022
Q4 | $3.47M | Buy |
+126,543
| New | +$3.47M | 3.91% | 6 |
|