CFAM
Coury Firm Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.36M | Buy |
13,783
+1,710
| +14% | +$293K | 3.77% | 8 |
|
|
2023
Q2 | $2.34M | Buy |
12,073
+14
| +0.1% | +$2.72K | 3.38% | 8 |
|
|
2023
Q1 | $1.99M | Buy |
12,059
+6,249
| +108% | +$1.03M | 2.79% | 8 |
|
|
2022
Q4 | $755K | Sell |
5,810
-144
| -2% | -$18.7K | 1.12% | 18 |
|
|
2022
Q3 | $823K | Buy |
5,954
+181
| +3% | +$25K | 1.24% | 15 |
|
|
2022
Q2 | $789K | Sell |
5,773
-1,291
| -18% | -$176K | 1.05% | 17 |
|
|
2022
Q1 | $1.23M | Sell |
7,064
-342
| -5% | -$59.7K | 1.07% | 16 |
|
|
2021
Q4 | $1.26M | Buy |
+7,406
| New | +$1.26M | 0.96% | 16 |
|