CWS
Cypress Wealth Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Buy |
134,494
+1,544
| +1% | +$317K | 4.94% | 1 |
|
|
2025
Q1 | $29.5M | Sell |
132,950
-1,030
| -0.8% | -$229K | 5.99% | 2 |
|
|
2024
Q4 | $33.6M | Buy |
133,980
+462
| +0.3% | +$116K | 6.74% | 2 |
|
|
2024
Q3 | $31.1M | Buy |
133,518
+817
| +0.6% | +$190K | 6.43% | 2 |
|
|
2024
Q2 | $27.9M | Buy |
132,701
+725
| +0.5% | +$153K | 6.22% | 2 |
|
|
2024
Q1 | $22.6M | Sell |
131,976
-755
| -0.6% | -$129K | 5.27% | 2 |
|
|
2023
Q4 | $25.6M | Sell |
132,731
-1,145
| -0.9% | -$220K | 6.37% | 2 |
|
|
2023
Q3 | $22.9M | Sell |
133,876
-3,820
| -3% | -$654K | 6.35% | 2 |
|
|
2023
Q2 | $26.7M | Buy |
137,696
+6,974
| +5% | +$1.35M | 7.02% | 2 |
|
|
2023
Q1 | $21.6M | Sell |
130,722
-2,551
| -2% | -$421K | 6.31% | 2 |
|
|
2022
Q4 | $17.3M | Buy |
133,273
+1,087
| +0.8% | +$141K | 5.56% | 3 |
|
|
2022
Q3 | $18.5M | Buy |
132,186
+799
| +0.6% | +$112K | 6.3% | 3 |
|
|
2022
Q2 | $18M | Buy |
131,387
+4,155
| +3% | +$568K | 5.73% | 3 |
|
|
2022
Q1 | $22.2M | Sell |
127,232
-1,549
| -1% | -$270K | 6.06% | 3 |
|
|
2021
Q4 | $22.9M | Sell |
128,781
-828
| -0.6% | -$147K | 6.26% | 2 |
|
|
2021
Q3 | $18.3M | Sell |
129,609
-26,350
| -17% | -$3.73M | 5.49% | 3 |
|
|
2021
Q2 | $21.4M | Sell |
155,959
-34,885
| -18% | -$4.78M | 5.83% | 2 |
|
|
2021
Q1 | $23.3M | Sell |
190,844
-7,841
| -4% | -$958K | 4.88% | 3 |
|
|
2020
Q4 | $26.4M | Buy |
+198,685
| New | +$26.4M | 5.89% | 2 |
|
|
2020
Q3 | – | Sell |
-54,432
| Closed | -$19.9M | – | 1 |
|
|
2020
Q2 | $19.9M | Sell |
54,432
-235
| -0.4% | -$85.7K | 4.73% | 2 |
|
|
2020
Q1 | $13.9M | Buy |
54,667
+1,662
| +3% | +$423K | 4.09% | 2 |
|
|
2019
Q4 | $15.6M | Sell |
53,005
-515
| -1% | -$151K | 3.93% | 2 |
|
|
2019
Q3 | $12M | Sell |
53,520
-425
| -0.8% | -$95.2K | 3.29% | 2 |
|
|
2019
Q2 | $10.7M | Buy |
53,945
+20,340
| +61% | +$4.03M | 3.08% | 1 |
|
|
2019
Q1 | $6.38M | Buy |
33,605
+3,534
| +12% | +$671K | 2.02% | 6 |
|
|
2018
Q4 | $4.74M | Buy |
30,071
+1,978
| +7% | +$312K | 1.88% | 11 |
|
|
2018
Q3 | $6.34M | Sell |
28,093
-338
| -1% | -$76.3K | 2.27% | 4 |
|
|
2018
Q2 | $5.26M | Buy |
28,431
+4,295
| +18% | +$795K | 2% | 7 |
|
|
2018
Q1 | $4.05M | Buy |
24,136
+589
| +3% | +$98.8K | 1.73% | 17 |
|
|
2017
Q4 | $3.87M | Buy |
+23,547
| New | +$3.87M | 1.61% | 19 |
|