Blue Rock Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$3.41M Buy
15,344
+7,005
+84% +$1.56M 2.89% 9
2024
Q4
$2.09M Buy
+8,339
New +$2.09M 2.2% 13