CWM
Cornerstone Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.7M | Buy |
344,807
+2,360
| +0.7% | +$484K | 4.3% | 2 |
|
|
2025
Q1 | $76.1M | Sell |
342,447
-6,541
| -2% | -$1.45M | 5.15% | 1 |
|
|
2024
Q4 | $87.4M | Buy |
348,988
+94
| +0% | +$23.5K | 5.9% | 1 |
|
|
2024
Q3 | $81.3M | Buy |
348,894
+993
| +0.3% | +$231K | 5.72% | 1 |
|
|
2024
Q2 | $73.3M | Sell |
347,901
-138
| -0% | -$29.1K | 5.64% | 1 |
|
|
2024
Q1 | $59.7M | Sell |
348,039
-7,319
| -2% | -$1.26M | 4.83% | 1 |
|
|
2023
Q4 | $68.4M | Sell |
355,358
-3,999
| -1% | -$770K | 5.88% | 1 |
|
|
2023
Q3 | $61.5M | Buy |
359,357
+5,705
| +2% | +$977K | 5.81% | 1 |
|
|
2023
Q2 | $68.6M | Sell |
353,652
-6,542
| -2% | -$1.27M | 6.13% | 1 |
|
|
2023
Q1 | $59.4M | Buy |
+360,194
| New | +$59.4M | 5.83% | 1 |
|
|
2022
Q3 | $50.6M | Buy |
365,847
+2,936
| +0.8% | +$406K | 5.63% | 1 |
|
|
2022
Q2 | $49.6M | Buy |
362,911
+16,141
| +5% | +$2.21M | 5.5% | 1 |
|
|
2022
Q1 | $60.6M | Sell |
346,770
-2,247
| -0.6% | -$392K | 5.88% | 1 |
|
|
2021
Q4 | $62M | Buy |
349,017
+3,540
| +1% | +$629K | 5.91% | 1 |
|
|
2021
Q3 | $48.9M | Sell |
345,477
-420
| -0.1% | -$59.4K | 5.2% | 1 |
|
|
2021
Q2 | $47.4M | Sell |
345,897
-1,630
| -0.5% | -$223K | 4.99% | 1 |
|
|
2021
Q1 | $42.5M | Buy |
347,527
+1,970
| +0.6% | +$241K | 5.02% | 1 |
|
|
2020
Q4 | $45.9M | Buy |
345,557
+1,650
| +0.5% | +$219K | 5.76% | 1 |
|
|
2020
Q3 | $39.8M | Buy |
343,907
+253,005
| +278% | +$29.3M | 5.9% | 1 |
|
|
2020
Q2 | $33.2M | Sell |
90,902
-8,597
| -9% | -$3.14M | 5.36% | 2 |
|
|
2020
Q1 | $25.3M | Buy |
99,499
+4,603
| +5% | +$1.17M | 4.88% | 2 |
|
|
2019
Q4 | $27.9M | Buy |
94,896
+689
| +0.7% | +$202K | 4.51% | 3 |
|
|
2019
Q3 | $21.1M | Buy |
94,207
+1,899
| +2% | +$425K | 3.72% | 3 |
|
|
2019
Q2 | $18.3M | Sell |
92,308
-6,323
| -6% | -$1.25M | 3.29% | 5 |
|
|
2019
Q1 | $10.4M | Buy |
98,631
+7,744
| +9% | +$820K | 1.27% | 15 |
|
|
2018
Q4 | $14.4M | Sell |
90,887
-14,309,771
| -99% | -$2.26B | 3.07% | 5 |
|
|
2018
Q3 | $92.4M | Sell |
14,400,658
-2,358,051
| -14% | -$15.1M | 1.16% | 12 |
|
|
2018
Q2 | $89.5M | Buy |
16,758,709
+16,668,866
| +18,553% | +$89M | 1.01% | 17 |
|
|
2018
Q1 | $15M | Sell |
89,843
-2,446
| -3% | -$409K | 2.86% | 5 |
|
|
2017
Q4 | $16.1M | Sell |
92,289
-116
| -0.1% | -$20.2K | 3.02% | 5 |
|
|
2017
Q3 | $14.4M | Buy |
92,405
+480
| +0.5% | +$74.9K | 2.99% | 5 |
|
|
2017
Q2 | $13.3M | Buy |
91,925
+2,521
| +3% | +$366K | 2.99% | 5 |
|
|
2017
Q1 | $12.9M | Buy |
89,404
+63,856
| +250% | +$9.19M | 3.18% | 5 |
|
|
2016
Q4 | $2.97M | Buy |
25,548
+300
| +1% | +$34.8K | 0.95% | 23 |
|
|
2016
Q3 | $2.85M | Buy |
+25,248
| New | +$2.85M | 1.05% | 19 |
|