CFO
CVA Family Office’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
55,395
+350
| +0.6% | +$71.8K | 1.6% | 14 |
|
|
2025
Q1 | $12.2M | Buy |
55,045
+971
| +2% | +$216K | 1.87% | 11 |
|
|
2024
Q4 | $13.5M | Buy |
54,074
+2,714
| +5% | +$680K | 2.14% | 9 |
|
|
2024
Q3 | $12M | Sell |
51,360
-268
| -0.5% | -$62.4K | 1.94% | 9 |
|
|
2024
Q2 | $10.9M | Buy |
51,628
+3,573
| +7% | +$753K | 1.96% | 9 |
|
|
2024
Q1 | $8.24M | Sell |
48,055
-379
| -0.8% | -$65K | 1.47% | 16 |
|
|
2023
Q4 | $9.32M | Sell |
48,434
-85
| -0.2% | -$16.4K | 1.82% | 11 |
|
|
2023
Q3 | $8.31M | Buy |
48,519
+2,136
| +5% | +$366K | 1.9% | 11 |
|
|
2023
Q2 | $9M | Sell |
46,383
-58
| -0.1% | -$11.3K | 1.89% | 9 |
|
|
2023
Q1 | $7.66M | Buy |
46,441
+1,832
| +4% | +$302K | 1.71% | 12 |
|
|
2022
Q4 | $5.8M | Sell |
44,609
-409
| -0.9% | -$53.1K | 1.41% | 16 |
|
|
2022
Q3 | $6.22M | Buy |
45,018
+1,384
| +3% | +$191K | 1.69% | 10 |
|
|
2022
Q2 | $5.97M | Buy |
43,634
+402
| +0.9% | +$55K | 1.62% | 14 |
|
|
2022
Q1 | $7.55M | Buy |
43,232
+2,887
| +7% | +$504K | 1.81% | 12 |
|
|
2021
Q4 | $7.16M | Buy |
40,345
+26,221
| +186% | +$4.66M | 1.78% | 12 |
|
|
2021
Q3 | $1.64M | Sell |
14,124
-24,948
| -64% | -$2.89M | 1.18% | 23 |
|
|
2021
Q2 | $5.35M | Buy |
39,072
+13,157
| +51% | +$1.8M | 1.52% | 15 |
|
|
2021
Q1 | $3.17M | Buy |
25,915
+11,524
| +80% | +$1.41M | 1.2% | 22 |
|
|
2020
Q4 | $1.91M | Buy |
14,391
+267
| +2% | +$35.4K | 1.17% | 25 |
|
|
2020
Q3 | $1.64M | Buy |
14,124
+10,864
| +333% | +$1.26M | 1.18% | 23 |
|
|
2020
Q2 | $1.19M | Buy |
3,260
+256
| +9% | +$93.4K | 0.98% | 25 |
|
|
2020
Q1 | $764K | Sell |
3,004
-1,999
| -40% | -$508K | 0.78% | 32 |
|
|
2019
Q4 | $1.47M | Buy |
+5,003
| New | +$1.47M | 1.35% | 19 |
|