CFS
CRA Financial Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7M | Buy |
203,169
+413
| +0.2% | +$84.7K | 6.37% | 1 |
|
|
2025
Q1 | $45M | Buy |
202,756
+938
| +0.5% | +$208K | 7.71% | 1 |
|
|
2024
Q4 | $50.5M | Buy |
201,818
+833
| +0.4% | +$209K | 8.67% | 1 |
|
|
2024
Q3 | $46.8M | Sell |
200,985
-586
| -0.3% | -$137K | 8.59% | 1 |
|
|
2024
Q2 | $42.5M | Sell |
201,571
-4,536
| -2% | -$955K | 8.57% | 1 |
|
|
2024
Q1 | $35.3M | Sell |
206,107
-554
| -0.3% | -$95K | 7.68% | 1 |
|
|
2023
Q4 | $39.8M | Sell |
206,661
-939
| -0.5% | -$181K | 9.74% | 1 |
|
|
2023
Q3 | $35.5M | Buy |
207,600
+806
| +0.4% | +$138K | 9.78% | 1 |
|
|
2023
Q2 | $40.1M | Sell |
206,794
-1,130
| -0.5% | -$219K | 10.84% | 1 |
|
|
2023
Q1 | $34.3M | Buy |
207,924
+2,256
| +1% | +$372K | 10.18% | 1 |
|
|
2022
Q4 | $26.7M | Buy |
205,668
+6,783
| +3% | +$881K | 8.75% | 1 |
|
|
2022
Q3 | $27.5M | Buy |
198,885
+1,277
| +0.6% | +$176K | 9.89% | 1 |
|
|
2022
Q2 | $27M | Buy |
197,608
+3,571
| +2% | +$488K | 9.26% | 1 |
|
|
2022
Q1 | $33.9M | Buy |
194,037
+2,825
| +1% | +$493K | 10.19% | 1 |
|
|
2021
Q4 | $34M | Buy |
191,212
+1,068
| +0.6% | +$190K | 10.09% | 1 |
|
|
2021
Q3 | $26.9M | Buy |
190,144
+2,219
| +1% | +$314K | 9.1% | 1 |
|
|
2021
Q2 | $25.7M | Buy |
187,925
+139
| +0.1% | +$19K | 8.95% | 1 |
|
|
2021
Q1 | $22.9M | Buy |
187,786
+597
| +0.3% | +$72.9K | 8.87% | 1 |
|
|
2020
Q4 | $24.8M | Sell |
187,189
-2,564
| -1% | -$340K | 10.44% | 1 |
|
|
2020
Q3 | $22M | Buy |
189,753
+142,982
| +306% | +$16.6M | 10.5% | 1 |
|
|
2020
Q2 | $17.1M | Sell |
46,771
-118
| -0.3% | -$43K | 9.01% | 1 |
|
|
2020
Q1 | $11.9M | Buy |
46,889
+2,821
| +6% | +$717K | 7.63% | 1 |
|
|
2019
Q4 | $12.9M | Buy |
44,068
+46
| +0.1% | +$13.5K | 7.06% | 2 |
|
|
2019
Q3 | $9.86M | Sell |
44,022
-1,122
| -2% | -$251K | 5.96% | 2 |
|
|
2019
Q2 | $8.94M | Sell |
45,144
-453
| -1% | -$89.7K | 5.37% | 3 |
|
|
2019
Q1 | $8.66M | Sell |
45,597
-502
| -1% | -$95.4K | 5.64% | 2 |
|
|
2018
Q4 | $7.27M | Buy |
+46,099
| New | +$7.27M | 5.25% | 3 |
|