AssuredPartners Investment Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.94M Buy
2025
Q2
$6.35M Sell
2025
Q1
$14.6M Sell
2024
Q4
$16.9M Buy