Crestwood Advisors Group’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 | $298M | Sell |
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|
2025
Q1 | $329M | Buy |
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|
2024
Q4 | $365M | Buy |
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|
2024
Q3 | $340M | Buy |
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|
2024
Q2 | $306M | Sell |
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|
2024
Q1 | $250M | Sell |
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|
2023
Q4 | $286M | Sell |
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|
2023
Q3 | $254M | Buy |
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|
2023
Q2 | $265M | Sell |
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|
2023
Q1 | $235M | Sell |
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|
2022
Q4 | $196M | Sell |
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|
2022
Q3 | $209M | Buy |
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|
2022
Q2 | $207M | Buy |
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|
2022
Q1 | $253M | Sell |
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|
2021
Q4 | $262M | Sell |
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|
2021
Q3 | $214M | Sell |
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|
2021
Q2 | $212M | Buy |
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|
2021
Q1 | $188M | Sell |
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|
2020
Q4 | $204M | Sell |
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|
2020
Q3 | $184M | Sell |
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|
2020
Q2 | $148M | Sell |
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|
2020
Q1 | $105M | Buy |
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|
2019
Q4 | $121M | Sell |
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|
2019
Q3 | $92.7M | Buy |
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|
2019
Q2 | $80.9M | Buy |
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|
2019
Q1 | $51.8M | Buy |
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|
2018
Q4 | $41.9M | Buy |
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|
2018
Q3 | $56.1M | Sell |
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|
2018
Q2 | $52.3M | Sell |
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|
2018
Q1 | $42.2M | Buy |
|
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|
2017
Q4 | $41.6M | Sell |
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|
2017
Q3 | $37.9M | Buy |
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|
2017
Q2 | $36.6M | Sell |
|
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|
2017
Q1 | $41.8M | Buy |
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|
2016
Q4 | $32M | Sell |
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|
2016
Q3 | $31.8M | Sell |
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|
2016
Q2 | $26.9M | Buy |
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|
2016
Q1 | $30.6M | Buy |
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|
2015
Q4 | $28.2M | Buy |
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|
2015
Q3 | $28.2M | Buy |
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|
2015
Q2 | $29.9M | Buy |
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|
2015
Q1 | $25.8M | Buy |
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|
2014
Q4 | $21.9M | Buy |
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|
2014
Q3 | $19.6M | Sell |
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|
2014
Q2 | $18.2M | Buy |
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|
2014
Q1 | $14.9M | Buy |
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|
2013
Q4 | $15.2M | Buy |
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|
2013
Q3 | $12.6M | Buy |
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|
2013
Q2 | $10.5M | Buy |
|