CWG
Cornerstone Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.9M | Buy |
223,612
+4,016
| +2% | +$824K | 3.44% | 5 |
|
|
2025
Q1 | $48.8M | Sell |
219,596
-20,862
| -9% | -$4.63M | 4.04% | 3 |
|
|
2024
Q4 | $60.2M | Buy |
240,458
+7,793
| +3% | +$1.95M | 4.92% | 4 |
|
|
2024
Q3 | $54.2M | Buy |
232,665
+1,044
| +0.5% | +$243K | 4.48% | 4 |
|
|
2024
Q2 | $48.8M | Buy |
231,621
+7,245
| +3% | +$1.53M | 4.34% | 4 |
|
|
2024
Q1 | $38.5M | Buy |
224,376
+73,987
| +49% | +$12.7M | 3.54% | 5 |
|
|
2023
Q4 | $29M | Buy |
150,389
+2,987
| +2% | +$575K | 4.15% | 4 |
|
|
2023
Q3 | $25.2M | Sell |
147,402
-6,241
| -4% | -$1.07M | 4.48% | 4 |
|
|
2023
Q2 | $29.8M | Sell |
153,643
-992
| -0.6% | -$192K | 5.4% | 2 |
|
|
2023
Q1 | $25.5M | Sell |
154,635
-3,968
| -3% | -$654K | 4.53% | 2 |
|
|
2022
Q4 | $20.6M | Buy |
158,603
+5,093
| +3% | +$662K | 3.9% | 4 |
|
|
2022
Q3 | $21.2M | Buy |
153,510
+41
| +0% | +$5.67K | 4.68% | 3 |
|
|
2022
Q2 | $21M | Buy |
153,469
+15,494
| +11% | +$2.12M | 4.39% | 3 |
|
|
2022
Q1 | $24.1M | Sell |
137,975
-17,705
| -11% | -$3.09M | 4.42% | 3 |
|
|
2021
Q4 | $27.6M | Buy |
155,680
+11,925
| +8% | +$2.12M | 4.73% | 2 |
|
|
2021
Q3 | $20.3M | Buy |
143,755
+2,593
| +2% | +$367K | 3.59% | 5 |
|
|
2021
Q2 | $20.1M | Buy |
141,162
+8,554
| +6% | +$1.22M | 4.1% | 4 |
|
|
2021
Q1 | $17.7M | Buy |
132,608
+19,995
| +18% | +$2.67M | 3.6% | 4 |
|
|
2020
Q4 | $14.9M | Buy |
112,613
+1,804
| +2% | +$239K | 3.67% | 5 |
|
|
2020
Q3 | $12.8M | Buy |
110,809
+77,195
| +230% | +$8.94M | 3.51% | 4 |
|
|
2020
Q2 | $12.3M | Buy |
33,614
+1,015
| +3% | +$370K | 3.08% | 6 |
|
|
2020
Q1 | $8.29M | Buy |
32,599
+4,379
| +16% | +$1.11M | 2.92% | 7 |
|
|
2019
Q4 | $8.29M | Buy |
+28,220
| New | +$8.29M | 2.24% | 5 |
|
|
2019
Q3 | – | Sell |
-33,937
| Closed | -$6.72M | – | 122 |
|
|
2019
Q2 | $6.72M | Sell |
33,937
-361
| -1% | -$71.5K | 1.81% | 10 |
|
|
2019
Q1 | $6.52M | Buy |
+34,298
| New | +$6.52M | 1.64% | 14 |
|