CA
Crewe Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Buy |
+106,363
| New | +$21.8M | 3.09% | 10 |
|
|
2024
Q3 | – | Sell |
-77,193
| Closed | -$16.3M | – | 716 |
|
|
2024
Q2 | $16.3M | Sell |
77,193
-706
| -0.9% | -$149K | 1.82% | 16 |
|
|
2024
Q1 | $13.4M | Buy |
+77,899
| New | +$13.4M | 1.56% | 17 |
|
|
2023
Q3 | – | Sell |
-65,757
| Closed | -$12.8M | – | 582 |
|
|
2023
Q2 | $12.8M | Sell |
65,757
-2,101
| -3% | -$408K | 1.79% | 18 |
|
|
2023
Q1 | $11.2M | Sell |
67,858
-99
| -0.1% | -$16.3K | 1.63% | 17 |
|
|
2022
Q4 | $8.83M | Buy |
67,957
+1,027
| +2% | +$133K | 1.4% | 17 |
|
|
2022
Q3 | $9.25M | Buy |
66,930
+26,106
| +64% | +$3.61M | 1.67% | 16 |
|
|
2022
Q2 | $5.58M | Buy |
40,824
+7,305
| +22% | +$999K | 1.23% | 14 |
|
|
2022
Q1 | $5.85M | Buy |
33,519
+3,984
| +13% | +$696K | 1.14% | 14 |
|
|
2021
Q4 | $5.24M | Sell |
29,535
-1,591
| -5% | -$282K | 1.07% | 15 |
|
|
2021
Q3 | $4.4M | Sell |
31,126
-11,760
| -27% | -$1.66M | 1.04% | 15 |
|
|
2021
Q2 | $5.87M | Sell |
42,886
-5,229
| -11% | -$716K | 1.46% | 14 |
|
|
2021
Q1 | $5.88M | Buy |
48,115
+5,017
| +12% | +$613K | 1.46% | 14 |
|
|
2020
Q4 | $5.72M | Sell |
43,098
-520
| -1% | -$69K | 2.29% | 14 |
|
|
2020
Q3 | $5.05M | Buy |
43,618
+32,550
| +294% | +$3.77M | 2.37% | 10 |
|
|
2020
Q2 | $4.04M | Buy |
11,068
+4,144
| +60% | +$1.51M | 1.97% | 10 |
|
|
2020
Q1 | $1.76M | Sell |
6,924
-3,319
| -32% | -$844K | 1.05% | 17 |
|
|
2019
Q4 | $3.01M | Sell |
10,243
-2,796
| -21% | -$821K | 1.32% | 12 |
|
|
2019
Q3 | $2.92M | Sell |
13,039
-2,761
| -17% | -$618K | 1.34% | 11 |
|
|
2019
Q2 | $3.13M | Buy |
15,800
+3,478
| +28% | +$688K | 1.02% | 12 |
|
|
2019
Q1 | $2.34M | Sell |
12,322
-2,935
| -19% | -$558K | 0.74% | 13 |
|
|
2018
Q4 | $2.41M | Sell |
15,257
-100
| -0.7% | -$15.8K | 0.76% | 12 |
|
|
2018
Q3 | $3.47M | Sell |
15,357
-241
| -2% | -$54.4K | 2.93% | 7 |
|
|
2018
Q2 | $2.89M | Buy |
15,598
+296
| +2% | +$54.8K | 2.68% | 7 |
|
|
2018
Q1 | $2.57M | Buy |
15,302
+460
| +3% | +$77.2K | 2.52% | 8 |
|
|
2017
Q4 | $2.51M | Buy |
+14,842
| New | +$2.51M | 2.46% | 8 |
|