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AssuredPartners Investment Advisors’s Apple AAPL Stock Holding History

AssuredPartners Investment Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.35M Sell
30,926
-34,849
-53% -$7.15M 1.55% 18
2025
Q1 		$14.6M Sell
65,775
-1,627
-2% -$361K 2.82% 4
2024
Q4 		$16.9M Buy
+67,402
New +$16.9M 3.29% 3