CAAM
Cornerstone Advisors Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
6,724
+248
| +4% | +$50.9K | 0.27% | 50 |
|
|
2025
Q1 | $1.44M | Buy |
6,476
+348
| +6% | +$77.3K | 0.29% | 53 |
|
|
2024
Q4 | $1.53M | Buy |
6,128
+373
| +6% | +$93.4K | 0.33% | 47 |
|
|
2024
Q3 | $1.34M | Buy |
5,755
+352
| +7% | +$82K | 0.3% | 48 |
|
|
2024
Q2 | $1.14M | Hold |
5,403
| – | – | 0.32% | 48 |
|
|
2024
Q1 | $927K | Sell |
5,403
-954
| -15% | -$164K | 0.33% | 49 |
|
|
2023
Q4 | $1.22M | Buy |
6,357
+1,319
| +26% | +$254K | 0.46% | 39 |
|
|
2023
Q3 | $863K | Buy |
5,038
+2,099
| +71% | +$359K | 0.34% | 46 |
|
|
2023
Q2 | $570K | Sell |
2,939
-6,320
| -68% | -$1.23M | 0.25% | 59 |
|
|
2023
Q1 | $1.53M | Sell |
9,259
-289
| -3% | -$47.7K | 0.74% | 34 |
|
|
2022
Q4 | $1.24M | Buy |
9,548
+791
| +9% | +$103K | 0.66% | 37 |
|
|
2022
Q3 | $1.21M | Sell |
8,757
-2,605
| -23% | -$360K | 0.93% | 25 |
|
|
2022
Q2 | $1.55M | Sell |
11,362
-2,124
| -16% | -$290K | 1.11% | 21 |
|
|
2022
Q1 | $2.35M | Buy |
13,486
+6,860
| +104% | +$1.2M | 1.63% | 18 |
|
|
2021
Q4 | $1.18M | Buy |
+6,626
| New | +$1.18M | 0.89% | 28 |
|