CWP
Corepath Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
2,160
+17
| +0.8% | +$3.63K | 0.39% | 21 |
|
|
2025
Q1 | $428K | Sell |
2,143
-1
| -0% | -$200 | 0.41% | 18 |
|
|
2024
Q4 | $500K | Sell |
2,144
-478
| -18% | -$112K | 0.49% | 18 |
|
|
2024
Q3 | $606K | Buy |
2,622
+30
| +1% | +$6.94K | 0.59% | 17 |
|
|
2024
Q2 | $590K | Buy |
2,592
+72
| +3% | +$16.4K | 0.62% | 18 |
|
|
2024
Q1 | $426K | Sell |
2,520
-727
| -22% | -$123K | 0.47% | 18 |
|
|
2023
Q4 | $588K | Buy |
3,247
+644
| +25% | +$117K | 0.33% | 23 |
|
|
2023
Q3 | $466K | Buy |
2,603
+300
| +13% | +$53.7K | 0.28% | 23 |
|
|
2023
Q2 | $447K | Buy |
2,303
+91
| +4% | +$17.7K | 0.26% | 23 |
|
|
2023
Q1 | $366K | Buy |
2,212
+1
| +0% | +$165 | 0.23% | 27 |
|
|
2022
Q4 | $288K | Buy |
2,211
+130
| +6% | +$16.9K | 0.19% | 31 |
|
|
2022
Q3 | $296K | Buy |
2,081
+539
| +35% | +$76.7K | 0.22% | 30 |
|
|
2022
Q2 | $229K | Hold |
1,542
| – | – | 0.17% | 33 |
|
|
2022
Q1 | $251K | Hold |
1,542
| – | – | 0.17% | 35 |
|
|
2021
Q4 | $266K | Buy |
1,542
+25
| +2% | +$4.31K | 0.19% | 36 |
|
|
2021
Q3 | $214K | Hold |
1,517
| – | – | 0.16% | 37 |
|
|
2021
Q2 | $222K | Sell |
1,517
-105
| -6% | -$15.4K | 0.17% | 37 |
|
|
2021
Q1 | $216K | Sell |
1,622
-1,231
| -43% | -$164K | 0.19% | 36 |
|
|
2020
Q4 | $378K | Buy |
+2,853
| New | +$378K | 0.39% | 27 |
|