CIS
Custom Index Systems’s Apple AAPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.2M | Sell |
49,795
-765
| -2% | -$157K | 4.87% | 1 |
|
2025
Q1 | $11.2M | Buy |
50,560
+7,676
| +18% | +$1.71M | 5.69% | 1 |
|
2024
Q4 | $10.7M | Buy |
42,884
+1,418
| +3% | +$355K | 5.77% | 1 |
|
2024
Q3 | $9.66M | Buy |
41,466
+3,683
| +10% | +$858K | 5.23% | 1 |
|
2024
Q2 | $7.96M | Sell |
37,783
-6,908
| -15% | -$1.45M | 4.57% | 1 |
|
2024
Q1 | $7.66M | Buy |
44,691
+582
| +1% | +$99.8K | 4.36% | 1 |
|
2023
Q4 | $8.49M | Buy |
+44,109
| New | +$8.49M | 5.23% | 1 |
|