Crestmont Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
3,633
+282
| +8% | +$57.9K | 0.27% | 27 |
|
|
2025
Q1 | $744K | Buy |
3,351
+443
| +15% | +$98.4K | 0.32% | 19 |
|
|
2024
Q4 | $728K | Sell |
2,908
-258
| -8% | -$64.6K | 0.33% | 19 |
|
|
2024
Q3 | $738K | Buy |
3,166
+145
| +5% | +$33.8K | 0.32% | 18 |
|
|
2024
Q2 | $636K | Buy |
3,021
+678
| +29% | +$143K | 0.31% | 21 |
|
|
2024
Q1 | $402K | Buy |
2,343
+555
| +31% | +$95.2K | 0.2% | 34 |
|
|
2023
Q4 | $344K | Sell |
1,788
-30
| -2% | -$5.78K | 0.18% | 28 |
|
|
2023
Q3 | $311K | Buy |
+1,818
| New | +$311K | 0.19% | 28 |
|
|
2022
Q2 | – | Sell |
-40
| Closed | -$7K | – | 25 |
|
|
2022
Q1 | $7K | Buy |
+40
| New | +$7K | 0.01% | 41 |
|