CWP
Cyndeo Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.7M | Buy |
208,124
+7,649
| +4% | +$1.57M | 2.53% | 5 |
|
|
2025
Q1 | $44.5M | Buy |
200,475
+18,103
| +10% | +$4.02M | 2.92% | 2 |
|
|
2024
Q4 | $45.7M | Buy |
182,372
+7,674
| +4% | +$1.92M | 3.09% | 2 |
|
|
2024
Q3 | $40.7M | Buy |
174,698
+46,261
| +36% | +$10.8M | 2.84% | 2 |
|
|
2024
Q2 | $27.1M | Buy |
128,437
+663
| +0.5% | +$140K | 2.12% | 4 |
|
|
2024
Q1 | $21.9M | Sell |
127,774
-233
| -0.2% | -$40K | 1.82% | 6 |
|
|
2023
Q4 | $24.6M | Buy |
128,007
+19,311
| +18% | +$3.72M | 2.28% | 4 |
|
|
2023
Q3 | $18.6M | Buy |
108,696
+3,264
| +3% | +$559K | 1.94% | 6 |
|
|
2023
Q2 | $20.5M | Sell |
105,432
-5,296
| -5% | -$1.03M | 2.14% | 4 |
|
|
2023
Q1 | $18.3M | Sell |
110,728
-13,769
| -11% | -$2.27M | 1.97% | 6 |
|
|
2022
Q4 | $16.2M | Buy |
+124,497
| New | +$16.2M | 1.9% | 5 |
|