CA
Crumly & Associates’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Sell |
19,022
-587
| -3% | -$120K | 0.95% | 31 |
|
|
2025
Q1 | $4.36M | Buy |
19,609
+186
| +1% | +$41.3K | 1.2% | 32 |
|
|
2024
Q4 | $4.86M | Sell |
19,423
-171
| -0.9% | -$42.8K | 1.32% | 27 |
|
|
2024
Q3 | $4.57M | Buy |
19,594
+826
| +4% | +$192K | 1.26% | 29 |
|
|
2024
Q2 | $3.95M | Sell |
18,768
-164
| -0.9% | -$34.5K | 1.14% | 26 |
|
|
2024
Q1 | $3.25M | Buy |
18,932
+569
| +3% | +$97.6K | 0.85% | 34 |
|
|
2023
Q4 | $3.54M | Buy |
18,363
+193
| +1% | +$37.2K | 1.03% | 31 |
|
|
2023
Q3 | $3.11M | Buy |
18,170
+89
| +0.5% | +$15.2K | 1.22% | 27 |
|
|
2023
Q2 | $3.51M | Sell |
18,081
-726
| -4% | -$141K | 1.4% | 25 |
|
|
2023
Q1 | $3.1M | Buy |
18,807
+613
| +3% | +$101K | 1.35% | 23 |
|
|
2022
Q4 | $2.36M | Sell |
18,194
-3,507
| -16% | -$456K | 0.89% | 26 |
|
|
2022
Q3 | $3M | Sell |
21,701
-7
| -0% | -$967 | 1.24% | 23 |
|
|
2022
Q2 | $2.97M | Buy |
21,708
+2,608
| +14% | +$357K | 1.23% | 24 |
|
|
2022
Q1 | $3.34M | Buy |
19,100
+1,369
| +8% | +$239K | 1.25% | 25 |
|
|
2021
Q4 | $3.07M | Sell |
17,731
-2,672
| -13% | -$462K | 1.21% | 21 |
|
|
2021
Q3 | $2.89M | Buy |
20,403
+776
| +4% | +$110K | 1.34% | 21 |
|
|
2021
Q2 | $2.69M | Buy |
19,627
+546
| +3% | +$74.8K | 1.3% | 22 |
|
|
2021
Q1 | $2.33M | Sell |
19,081
-3,040
| -14% | -$371K | 1.36% | 21 |
|
|
2020
Q4 | $3.08M | Buy |
22,121
+10
| +0% | +$1.39K | 2.16% | 17 |
|
|
2020
Q3 | $2.56M | Buy |
22,111
+16,417
| +288% | +$1.9M | 2.19% | 17 |
|
|
2020
Q2 | $2.08M | Sell |
5,694
-128
| -2% | -$46.7K | 1.95% | 13 |
|
|
2020
Q1 | $1.48M | Buy |
5,822
+1,204
| +26% | +$306K | 1.82% | 13 |
|
|
2019
Q4 | $1.36M | Buy |
+4,618
| New | +$1.36M | 1.4% | 19 |
|