CAM
CPA Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Sell |
18,083
-95
| -0.5% | -$19.5K | 1.56% | 18 |
|
|
2025
Q1 | $4.04M | Hold |
18,178
| – | – | 1.78% | 14 |
|
|
2024
Q4 | $4.55M | Sell |
18,178
-363
| -2% | -$90.9K | 2.12% | 13 |
|
|
2024
Q3 | $4.32M | Hold |
18,541
| – | – | 2.09% | 12 |
|
|
2024
Q2 | $3.91M | Buy |
18,541
+185
| +1% | +$39K | 2.09% | 12 |
|
|
2024
Q1 | $3.15M | Buy |
18,356
+36
| +0.2% | +$6.17K | 1.76% | 14 |
|
|
2023
Q4 | $3.53M | Sell |
18,320
-2,021
| -10% | -$389K | 2.15% | 11 |
|
|
2023
Q3 | $3.48M | Buy |
20,341
+435
| +2% | +$74.5K | 2.44% | 9 |
|
|
2023
Q2 | $3.86M | Sell |
19,906
-3,048
| -13% | -$591K | 2.77% | 8 |
|
|
2023
Q1 | $3.79M | Buy |
22,954
+5,950
| +35% | +$981K | 2.83% | 8 |
|
|
2022
Q4 | $2.21M | Buy |
+17,004
| New | +$2.21M | 1.69% | 15 |
|