CWP
Curated Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.74M | Buy |
47,470
+732
| +2% | +$150K | 1.14% | 8 |
|
|
2025
Q1 | $10.4M | Sell |
46,738
-2,579
| -5% | -$573K | 1.34% | 7 |
|
|
2024
Q4 | $12.3M | Sell |
49,317
-3,696
| -7% | -$926K | 1.41% | 6 |
|
|
2024
Q3 | $12.4M | Buy |
53,013
+2,913
| +6% | +$679K | 1.58% | 6 |
|
|
2024
Q2 | $10.6M | Buy |
+50,100
| New | +$10.6M | 1.47% | 6 |
|
|
2024
Q1 | – | Sell |
-43,247
| Closed | -$8.33M | – | 1 |
|
|
2023
Q4 | $8.33M | Sell |
43,247
-1,819
| -4% | -$350K | 1.36% | 7 |
|
|
2023
Q3 | $7.72M | Sell |
45,066
-3
| -0% | -$514 | 1.41% | 6 |
|
|
2023
Q2 | $8.74M | Sell |
45,069
-2
| -0% | -$388 | 1.7% | 6 |
|
|
2023
Q1 | $7.43M | Sell |
45,071
-1,856
| -4% | -$306K | 1.67% | 6 |
|
|
2022
Q4 | $6.1M | Sell |
46,927
-9
| -0% | -$1.17K | 1.48% | 6 |
|
|
2022
Q3 | $6.49M | Buy |
46,936
+122
| +0.3% | +$16.9K | 1.91% | 4 |
|
|
2022
Q2 | $6.4M | Buy |
46,814
+1,848
| +4% | +$253K | 1.88% | 5 |
|
|
2022
Q1 | $7.99M | Hold |
44,966
| – | – | 2.71% | 4 |
|
|
2021
Q4 | $7.99M | Hold |
44,966
| – | – | 2.58% | 5 |
|
|
2021
Q3 | $6.36M | Buy |
44,966
+54
| +0.1% | +$7.64K | 3.55% | 5 |
|
|
2021
Q2 | $6.15M | Sell |
44,912
-248
| -0.5% | -$34K | 3.35% | 5 |
|
|
2021
Q1 | $5.52M | Buy |
45,160
+144
| +0.3% | +$17.6K | 3.39% | 5 |
|
|
2020
Q4 | $5.97M | Buy |
+45,016
| New | +$5.97M | 3.87% | 5 |
|