CWG
Crown Wealth Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77M | Sell |
28,100
-481
| -2% | -$98.7K | 2.17% | 13 |
|
|
2025
Q1 | $6.35M | Sell |
28,581
-1,072
| -4% | -$238K | 3.29% | 8 |
|
|
2024
Q4 | $7.43M | Buy |
29,653
+567
| +2% | +$142K | 3.02% | 8 |
|
|
2024
Q3 | $6.78M | Buy |
29,086
+62
| +0.2% | +$14.4K | 2.95% | 9 |
|
|
2024
Q2 | $6.11M | Sell |
29,024
-973
| -3% | -$205K | 3.05% | 10 |
|
|
2024
Q1 | $5.14M | Buy |
29,997
+2,137
| +8% | +$366K | 2.65% | 10 |
|
|
2023
Q4 | $5.36M | Buy |
27,860
+55
| +0.2% | +$10.6K | 3.23% | 9 |
|
|
2023
Q3 | $4.76M | Buy |
27,805
+165
| +0.6% | +$28.2K | 3.58% | 8 |
|
|
2023
Q2 | $5.36M | Sell |
27,640
-1,263
| -4% | -$245K | 4.23% | 8 |
|
|
2023
Q1 | $4.77M | Sell |
28,903
-1,741
| -6% | -$287K | 3.99% | 8 |
|
|
2022
Q4 | $3.98M | Buy |
30,644
+422
| +1% | +$54.8K | 3.74% | 9 |
|
|
2022
Q3 | $4.18M | Buy |
30,222
+806
| +3% | +$111K | 4.28% | 7 |
|
|
2022
Q2 | $4.02M | Buy |
29,416
+1,395
| +5% | +$191K | 3.65% | 6 |
|
|
2022
Q1 | $4.89M | Buy |
28,021
+24,692
| +742% | +$4.31M | 3.41% | 9 |
|
|
2021
Q4 | $591K | Buy |
+3,329
| New | +$591K | 0.55% | 40 |
|