Crestmont Private Wealth’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$745K Buy
2025
Q1
$744K Buy
2024
Q4
$728K Sell
2024
Q3
$738K Buy
2024
Q2
$636K Buy
2024
Q1
$402K Buy
2023
Q4
$344K Sell
2023
Q3
$311K Buy
2022
Q2
Sell
2022
Q1
$7K Buy