Crescent Sterling’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
19,306
-3,176
| -14% | -$652K | 4.43% | 4 |
|
|
2025
Q1 | $4.99M | Sell |
22,482
-1,171
| -5% | -$260K | 5.12% | 2 |
|
|
2024
Q4 | $5.92M | Sell |
23,653
-658
| -3% | -$165K | 6.08% | 2 |
|
|
2024
Q3 | $5.66M | Sell |
24,311
-363
| -1% | -$84.6K | 5.4% | 2 |
|
|
2024
Q2 | $5.2M | Sell |
24,674
-610
| -2% | -$128K | 4.98% | 3 |
|
|
2024
Q1 | $4.34M | Sell |
25,284
-1,254
| -5% | -$215K | 3.95% | 4 |
|
|
2023
Q4 | $5.11M | Sell |
26,538
-565
| -2% | -$109K | 5.1% | 2 |
|
|
2023
Q3 | $4.64M | Sell |
27,103
-2,920
| -10% | -$500K | 4.91% | 3 |
|
|
2023
Q2 | $5.82M | Sell |
30,023
-2,019
| -6% | -$392K | 5.53% | 1 |
|
|
2023
Q1 | $5.28M | Buy |
32,042
+1,116
| +4% | +$184K | 5.13% | 1 |
|
|
2022
Q4 | $4.02M | Buy |
+30,926
| New | +$4.02M | 4.31% | 4 |
|