Bear Mountain Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Sell |
1,570
-94
| -6% | -$19.9K | 0.12% | 35 |
|
|
2025
Q1 | $351K | Buy |
1,664
+105
| +7% | +$22.2K | 0.14% | 36 |
|
|
2024
Q4 | $349K | Buy |
1,559
+196
| +14% | +$43.8K | 0.14% | 33 |
|
|
2024
Q3 | $319K | Hold |
1,363
| – | – | 0.13% | 37 |
|
|
2024
Q2 | $314K | Sell |
1,363
-200
| -13% | -$46.1K | 0.13% | 38 |
|
|
2024
Q1 | $263K | Sell |
1,563
-2,621
| -63% | -$440K | 0.11% | 40 |
|
|
2023
Q4 | $768K | Buy |
+4,184
| New | +$768K | 0.32% | 31 |
|