Baer Investment Advisory’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.64M Sell
13,095
-159
-1% -$32.1K 3% 11
2025
Q1
$3.53M Buy
13,254
+1,357
+11% +$362K 4.57% 8
2024
Q4
$4.52M Buy
+11,897
New +$4.52M 4.88% 5