Alexis Investment Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.19M Sell
10,811
-1,362
-11% -$276K 0.94% 19
2025
Q1
$2.67M Buy
12,173
+201
+2% +$44.2K 1.28% 17
2024
Q4
$3.01M Buy
+11,972
New +$3.01M 1.47% 16