Brentview Investment Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.82M Sell
42,999
-4,698
-10% -$964K 4.45% 3
2025
Q1
$10.6M Buy
47,697
+2,223
+5% +$494K 5.64% 3
2024
Q4
$11.4M Buy
+45,474
New +$11.4M 6.47% 2