BG Investment Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
7,297
+1,177
+19% +$241K 1.87% 15
2025
Q1
$1.36M Buy
6,120
+2,712
+80% +$602K 1.46% 15
2024
Q4
$853K Buy
+3,408
New +$853K 0.86% 18