CPIA
Cornell Pochily Investment Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Buy |
105,430
+1,425
| +1% | +$292K | 7.08% | 1 |
|
|
2025
Q1 | $23.1M | Sell |
104,005
-1,659
| -2% | -$369K | 8.12% | 1 |
|
|
2024
Q4 | $26.5M | Sell |
105,664
-1,922
| -2% | -$481K | 9.24% | 1 |
|
|
2024
Q3 | $25.1M | Buy |
107,586
+47
| +0% | +$11K | 8.7% | 1 |
|
|
2024
Q2 | $22.6M | Buy |
107,539
+854
| +0.8% | +$180K | 8.61% | 1 |
|
|
2024
Q1 | $18.3M | Sell |
106,685
-1,272
| -1% | -$218K | 7.26% | 1 |
|
|
2023
Q4 | $20.8M | Sell |
107,957
-2,736
| -2% | -$527K | 8.61% | 1 |
|
|
2023
Q3 | $19M | Buy |
110,693
+2,645
| +2% | +$453K | 8.26% | 1 |
|
|
2023
Q2 | $21M | Sell |
108,048
-1,203
| -1% | -$233K | 8.62% | 1 |
|
|
2023
Q1 | $18M | Buy |
109,251
+1,773
| +2% | +$292K | 7.72% | 1 |
|
|
2022
Q4 | $14M | Buy |
107,478
+3,949
| +4% | +$513K | 6.24% | 1 |
|
|
2022
Q3 | $14.3M | Sell |
103,529
-11,941
| -10% | -$1.65M | 6.26% | 2 |
|
|
2022
Q2 | $15.8M | Buy |
115,470
+54
| +0% | +$7.38K | 7.04% | 1 |
|
|
2022
Q1 | $20.2M | Sell |
115,416
-13,315
| -10% | -$2.32M | 7.84% | 1 |
|
|
2021
Q4 | $22.9M | Buy |
128,731
+7,696
| +6% | +$1.37M | 8.9% | 1 |
|
|
2021
Q3 | $17.1M | Sell |
121,035
-12,237
| -9% | -$1.73M | 7.41% | 1 |
|
|
2021
Q2 | $18.3M | Sell |
133,272
-1,055
| -0.8% | -$144K | 8.02% | 1 |
|
|
2021
Q1 | $16.4M | Sell |
134,327
-7,627
| -5% | -$932K | 7.87% | 1 |
|
|
2020
Q4 | $18.8M | Sell |
141,954
-1,600
| -1% | -$212K | 9.06% | 1 |
|
|
2020
Q3 | $16.6M | Buy |
143,554
+105,621
| +278% | +$12.2M | 9.54% | 1 |
|
|
2020
Q2 | $13.8M | Buy |
37,933
+409
| +1% | +$149K | 8.59% | 1 |
|
|
2020
Q1 | $9.54M | Buy |
37,524
+1,392
| +4% | +$354K | 7.07% | 1 |
|
|
2019
Q4 | $10.6M | Sell |
36,132
-781
| -2% | -$229K | 6.33% | 1 |
|
|
2019
Q3 | $8.27M | Sell |
36,913
-3,947
| -10% | -$884K | 5.28% | 2 |
|
|
2019
Q2 | $8.09K | Buy |
40,860
+1,963
| +5% | +$389 | 2.03% | 3 |
|
|
2019
Q1 | $7.39M | Sell |
38,897
-3,330
| -8% | -$632K | 5.04% | 2 |
|
|
2018
Q4 | $6.66M | Buy |
42,227
+3,155
| +8% | +$498K | 4.31% | 2 |
|
|
2018
Q3 | $8.82M | Sell |
39,072
-749
| -2% | -$169K | 5.97% | 1 |
|
|
2018
Q2 | $7.37M | Sell |
39,821
-1,638
| -4% | -$303K | 5.09% | 2 |
|
|
2018
Q1 | $6.96M | Sell |
41,459
-348
| -0.8% | -$58.4K | 4.93% | 2 |
|
|
2017
Q4 | $7.08M | Buy |
+41,807
| New | +$7.08M | 4.57% | 2 |
|