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Brookwood Investment Group’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21.8M Sell
106,241
-3,825
-3% -$785K 3.51% 4
2025
Q1
$24.4M Buy
+110,066
New +$24.4M 4.2% 3