CM
Cornerstone Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
1,107
-313
| -22% | -$64.2K | 0.04% | 60 |
|
|
2025
Q1 | $315K | Sell |
1,420
-7
| -0.5% | -$1.56K | 0.06% | 42 |
|
|
2024
Q4 | $357K | Buy |
1,427
+405
| +40% | +$101K | 0.07% | 38 |
|
|
2024
Q3 | $238K | Sell |
1,022
-247
| -19% | -$57.6K | 0.05% | 50 |
|
|
2024
Q2 | $267K | Sell |
1,269
-54
| -4% | -$11.4K | 0.06% | 45 |
|
|
2024
Q1 | $227K | Buy |
1,323
+22
| +2% | +$3.77K | 0.05% | 50 |
|
|
2023
Q4 | $250K | Sell |
1,301
-49
| -4% | -$9.43K | 0.06% | 43 |
|
|
2023
Q3 | $231K | Sell |
1,350
-19
| -1% | -$3.25K | 0.06% | 42 |
|
|
2023
Q2 | $266K | Sell |
1,369
-266
| -16% | -$51.6K | 0.07% | 41 |
|
|
2023
Q1 | $270K | Sell |
1,635
-668
| -29% | -$110K | 0.07% | 41 |
|
|
2022
Q4 | $299K | Buy |
2,303
+669
| +41% | +$86.9K | 0.08% | 39 |
|
|
2022
Q3 | $226K | Hold |
1,634
| – | – | 0.06% | 45 |
|
|
2022
Q2 | $223K | Sell |
1,634
-27
| -2% | -$3.69K | 0.06% | 47 |
|
|
2022
Q1 | $290K | Sell |
1,661
-50
| -3% | -$8.73K | 0.07% | 45 |
|
|
2021
Q4 | $304K | Buy |
1,711
+51
| +3% | +$9.05K | 0.08% | 42 |
|
|
2021
Q3 | $235K | Hold |
1,660
| – | – | 0.06% | 53 |
|
|
2021
Q2 | $227K | Sell |
1,660
-20
| -1% | -$2.74K | 0.06% | 49 |
|
|
2021
Q1 | $205K | Buy |
+1,680
| New | +$205K | 0.06% | 50 |
|
|
2017
Q1 | – | Sell |
-2,141
| Closed | -$248K | – | 35 |
|
|
2016
Q4 | $248K | Sell |
2,141
-1,744
| -45% | -$202K | 0.14% | 33 |
|
|
2016
Q3 | $439K | Sell |
3,885
-746
| -16% | -$84.3K | 0.26% | 29 |
|
|
2016
Q2 | $443K | Buy |
4,631
+125
| +3% | +$12K | 0.27% | 30 |
|
|
2016
Q1 | $491K | Buy |
+4,506
| New | +$491K | 0.31% | 27 |
|
|
2015
Q4 | – | Sell |
-4,676
| Closed | -$516K | – | 44 |
|
|
2015
Q3 | $516K | Buy |
4,676
+185
| +4% | +$20.4K | 0.39% | 26 |
|
|
2015
Q2 | $563K | Buy |
4,491
+42
| +0.9% | +$5.27K | 0.4% | 25 |
|
|
2015
Q1 | $554K | Buy |
4,449
+115
| +3% | +$14.3K | 0.42% | 25 |
|
|
2014
Q4 | $478K | Buy |
+4,334
| New | +$478K | 0.37% | 27 |
|