CA
Cresta Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.63M | Sell |
37,182
-3,249
| -8% | -$667K | 3.72% | 9 |
|
|
2025
Q1 | $8.98M | Sell |
40,431
-698
| -2% | -$155K | 4.65% | 8 |
|
|
2024
Q4 | $9.58M | Hold |
41,129
| – | – | 5.01% | 8 |
|
|
2024
Q3 | $9.58M | Sell |
41,129
-1,454
| -3% | -$339K | 5.01% | 8 |
|
|
2024
Q2 | $8.97M | Buy |
42,583
+162
| +0.4% | +$34.1K | 5.32% | 7 |
|
|
2024
Q1 | $7.27M | Buy |
42,421
+238
| +0.6% | +$40.8K | 4.61% | 9 |
|
|
2023
Q4 | $8.12M | Buy |
42,183
+125
| +0.3% | +$24.1K | 5.42% | 7 |
|
|
2023
Q3 | $7.2M | Buy |
42,058
+4,568
| +12% | +$782K | 5.58% | 6 |
|
|
2023
Q2 | $7.27M | Buy |
37,490
+1,777
| +5% | +$345K | 5.65% | 5 |
|
|
2023
Q1 | $5.89M | Sell |
35,713
-40
| -0.1% | -$6.6K | 4.58% | 8 |
|
|
2022
Q4 | $4.65M | Sell |
35,753
-2,086
| -6% | -$271K | 4.05% | 8 |
|
|
2022
Q3 | $5.23M | Buy |
+37,839
| New | +$5.23M | 6.45% | 7 |
|