CWM
Curi Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-37,665
| Closed | -$7.25M | – | 1 |
|
|
2023
Q4 | $7.25M | Buy |
37,665
+12,835
| +52% | +$2.47M | 1% | 33 |
|
|
2023
Q3 | $4.25M | Sell |
24,830
-20,203
| -45% | -$3.46M | 0.65% | 42 |
|
|
2023
Q2 | $8.74M | Sell |
45,033
-382
| -0.8% | -$74.1K | 1.18% | 30 |
|
|
2023
Q1 | $7.49M | Sell |
45,415
-1,716
| -4% | -$283K | 1.08% | 34 |
|
|
2022
Q4 | $6.12M | Buy |
47,131
+732
| +2% | +$95.1K | 0.86% | 38 |
|
|
2022
Q3 | $6.41M | Buy |
46,399
+7,261
| +19% | +$1M | 1.06% | 35 |
|
|
2022
Q2 | $5.35M | Buy |
39,138
+3,281
| +9% | +$449K | 1.03% | 35 |
|
|
2022
Q1 | $6.26M | Buy |
35,857
+24,187
| +207% | +$4.22M | 1.08% | 39 |
|
|
2021
Q4 | $2.07M | Buy |
11,670
+1,706
| +17% | +$303K | 0.36% | 44 |
|
|
2021
Q3 | $1.41M | Sell |
9,964
-419
| -4% | -$59.3K | 0.65% | 28 |
|
|
2021
Q2 | $1.42M | Sell |
10,383
-185
| -2% | -$25.3K | 0.71% | 25 |
|
|
2021
Q1 | $1.29M | Buy |
10,568
+781
| +8% | +$95.3K | 0.82% | 24 |
|
|
2020
Q4 | $1.3M | Buy |
+9,787
| New | +$1.3M | 0.94% | 22 |
|