CG
Cynosure Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
8,884
+769
| +9% | +$158K | 0.21% | 51 |
|
|
2025
Q1 | $1.8M | Sell |
8,115
-1,601
| -16% | -$356K | 0.25% | 45 |
|
|
2024
Q4 | $2.43M | Sell |
9,716
-8,531
| -47% | -$2.14M | 0.36% | 37 |
|
|
2024
Q3 | $4.25M | Sell |
18,247
-9,160
| -33% | -$2.13M | 0.62% | 27 |
|
|
2024
Q2 | $5.77M | Buy |
27,407
+1,086
| +4% | +$229K | 0.93% | 19 |
|
|
2024
Q1 | $4.51M | Buy |
26,321
+15,674
| +147% | +$2.69M | 0.81% | 19 |
|
|
2023
Q4 | $2.05M | Buy |
10,647
+2,822
| +36% | +$543K | 0.37% | 65 |
|
|
2023
Q3 | $1.34M | Sell |
7,825
-1,563
| -17% | -$268K | 0.41% | 56 |
|
|
2023
Q2 | $1.82M | Buy |
+9,388
| New | +$1.82M | 0.55% | 46 |
|
|
2020
Q2 | – | Sell |
-14,638
| Closed | -$3.72M | – | 15 |
|
|
2020
Q1 | $3.72M | Buy |
14,638
+8,111
| +124% | +$2.06M | 2.66% | 11 |
|
|
2019
Q4 | $1.92M | Hold |
6,527
| – | – | 1.02% | 10 |
|
|
2019
Q3 | $1.46M | Sell |
6,527
-2,309
| -26% | -$517K | 0.79% | 11 |
|
|
2019
Q2 | $1.75M | Buy |
+8,836
| New | +$1.75M | 0.8% | 12 |
|