CWS Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Sell |
65,363
-4,061
| -6% | -$833K | 3.9% | 4 |
|
|
2025
Q1 | $15.4M | Buy |
69,424
+3,988
| +6% | +$886K | 4.87% | 4 |
|
|
2024
Q4 | $16.4M | Buy |
65,436
+221
| +0.3% | +$55.3K | 5.31% | 4 |
|
|
2024
Q3 | $15.2M | Buy |
65,215
+52
| +0.1% | +$12.1K | 5.38% | 4 |
|
|
2024
Q2 | $13.7M | Buy |
65,163
+2,727
| +4% | +$574K | 5.4% | 4 |
|
|
2024
Q1 | $10.7M | Sell |
62,436
-3,570
| -5% | -$612K | 4.39% | 4 |
|
|
2023
Q4 | $12.7M | Buy |
66,006
+7,488
| +13% | +$1.44M | 4.77% | 4 |
|
|
2023
Q3 | $10M | Sell |
58,518
-490
| -0.8% | -$83.9K | 4.02% | 4 |
|
|
2023
Q2 | $11.4M | Sell |
59,008
-2,650
| -4% | -$514K | 4.34% | 4 |
|
|
2023
Q1 | $10.2M | Sell |
61,658
-79
| -0.1% | -$13K | 4.05% | 5 |
|
|
2022
Q4 | $7.54M | Sell |
61,737
-126
| -0.2% | -$15.4K | 3.25% | 5 |
|
|
2022
Q3 | $8.55M | Buy |
61,863
+229
| +0.4% | +$31.6K | 4.09% | 4 |
|
|
2022
Q2 | $8.43M | Sell |
61,634
-855
| -1% | -$117K | 3.85% | 4 |
|
|
2022
Q1 | $10.9M | Sell |
62,489
-87
| -0.1% | -$15.2K | 4.12% | 4 |
|
|
2021
Q4 | $11.1M | Buy |
+62,576
| New | +$11.1M | 3.92% | 4 |
|
|
2021
Q2 | $8.45M | Sell |
61,712
-25
| -0% | -$3.42K | 3.37% | 5 |
|
|
2021
Q1 | $7.54M | Sell |
61,737
-2,783
| -4% | -$340K | 3.25% | 5 |
|
|
2020
Q4 | $8.56M | Buy |
64,520
+177
| +0.3% | +$23.5K | 4.98% | 2 |
|
|
2020
Q3 | $7.45M | Buy |
64,343
+1,951
| +3% | +$226K | 4.96% | 2 |
|
|
2020
Q2 | $5.69M | Buy |
62,392
+8,780
| +16% | +$801K | 4.1% | 2 |
|
|
2020
Q1 | $3.94M | Sell |
53,612
-1,316
| -2% | -$96.6K | 2.91% | 2 |
|
|
2019
Q4 | $4.03M | Buy |
+54,928
| New | +$4.03M | 2.94% | 2 |
|