CWA
Cornerstone Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
6,574
-2,703
| -29% | -$555K | 0.35% | 25 |
|
|
2025
Q1 | $2.06M | Sell |
9,277
-90
| -1% | -$20K | 0.57% | 20 |
|
|
2024
Q4 | $2.35M | Buy |
9,367
+4
| +0% | +$1K | 0.64% | 19 |
|
|
2024
Q3 | $2.18M | Buy |
9,363
+505
| +6% | +$118K | 0.61% | 19 |
|
|
2024
Q2 | $1.87M | Sell |
8,858
-202
| -2% | -$42.5K | 0.56% | 20 |
|
|
2024
Q1 | $1.55M | Hold |
9,060
| – | – | 0.48% | 23 |
|
|
2023
Q4 | $1.74M | Hold |
9,060
| – | – | 0.56% | 21 |
|
|
2023
Q3 | $1.55M | Buy |
9,060
+111
| +1% | +$19K | 0.55% | 24 |
|
|
2023
Q2 | $1.74M | Buy |
8,949
+4,388
| +96% | +$851K | 0.6% | 22 |
|
|
2023
Q1 | $752K | Buy |
4,561
+200
| +5% | +$33K | 0.27% | 28 |
|
|
2022
Q4 | $567K | Hold |
4,361
| – | – | 0.22% | 30 |
|
|
2022
Q3 | $603K | Hold |
4,361
| – | – | 0.24% | 29 |
|
|
2022
Q2 | $596K | Hold |
4,361
| – | – | 0.23% | 30 |
|
|
2022
Q1 | $761K | Sell |
4,361
-163
| -4% | -$28.4K | 0.26% | 28 |
|
|
2021
Q4 | $803K | Buy |
4,524
+566
| +14% | +$100K | 0.27% | 27 |
|
|
2021
Q3 | $560K | Sell |
3,958
-100
| -2% | -$14.1K | 0.2% | 27 |
|
|
2021
Q2 | $557K | Hold |
4,058
| – | – | 0.2% | 27 |
|
|
2021
Q1 | $496K | Buy |
+4,058
| New | +$496K | 0.19% | 28 |
|