Balanced Rock Investment Advisors’s Apple AAPL Stock Holding History

Balanced Rock Investment Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$470K	Buy
2025 Q1	$478K	Buy
2024 Q4	$538K	Buy
2024 Q3	$478K	Sell
2024 Q2	$439K	Sell
2024 Q1	$370K	Buy
2023 Q4	$398K	Buy