Bingham Private Wealth’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
15,852
+4,456
+39% +$627K 2.13% 7
2025
Q1
$2.53M Sell
11,396
-1,825
-14% -$405K 2.62% 4
2024
Q4
$3.31M Buy
+13,221
New +$3.31M 3.52% 2