CA
CV Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
83,132
-3,952
| -5% | -$811K | 5.24% | 5 |
|
|
2025
Q1 | $19.3M | Buy |
87,084
+2,514
| +3% | +$557K | 6.79% | 2 |
|
|
2024
Q4 | $18.1M | Buy |
84,570
+30,993
| +58% | +$6.62M | 6.28% | 3 |
|
|
2024
Q3 | $12.5M | Buy |
53,577
+727
| +1% | +$169K | 6.01% | 2 |
|
|
2024
Q2 | $11.1M | Sell |
52,850
-3,548
| -6% | -$747K | 5.83% | 4 |
|
|
2024
Q1 | $9.67M | Buy |
56,398
+8,452
| +18% | +$1.45M | 5.45% | 3 |
|
|
2023
Q4 | $9.23M | Buy |
47,946
+3,238
| +7% | +$623K | 6.21% | 3 |
|
|
2023
Q3 | $7.65M | Hold |
44,708
| – | – | 5.69% | 3 |
|
|
2023
Q2 | $8.67M | Sell |
44,708
-1,319
| -3% | -$256K | 6.37% | 3 |
|
|
2023
Q1 | $7.59M | Sell |
46,027
-1,050
| -2% | -$173K | 6.65% | 3 |
|
|
2022
Q4 | $6.12M | Sell |
47,077
-39,598
| -46% | -$5.14M | 5.87% | 3 |
|
|
2022
Q3 | $12M | Buy |
86,675
+35,458
| +69% | +$4.9M | 11.78% | 2 |
|
|
2022
Q2 | $7M | Buy |
51,217
+1,266
| +3% | +$173K | 6.63% | 3 |
|
|
2022
Q1 | $8.72M | Sell |
49,951
-3,392
| -6% | -$592K | 6.17% | 3 |
|
|
2021
Q4 | $9.47M | Buy |
+53,343
| New | +$9.47M | 5.42% | 4 |
|