CA
CWC Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
27,044
-968
| -3% | -$199K | 2.87% | 8 |
|
|
2025
Q1 | $6.22M | Buy |
28,012
+4,395
| +19% | +$976K | 3.54% | 5 |
|
|
2024
Q4 | $5.91M | Sell |
23,617
-1,090
| -4% | -$273K | 5.9% | 1 |
|
|
2024
Q3 | $5.76M | Buy |
+24,707
| New | +$5.76M | 5.69% | 1 |
|