BankPlus Trust Department’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.1M Sell
49,132
-243
-0.5% -$49.9K 2.98% 3
2025
Q1
$11M Sell
49,375
-994
-2% -$221K 3.66% 3
2024
Q4
$12.6M Buy
+50,369
New +$12.6M 4.14% 3