Brown Shipley & Co’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-127,902	Closed	-$21.7M	–	80
2024 Q1	$21.7M	Buy	+127,902	New	+$21.7M	6.83%	5
2023 Q3	–	Sell	-110,243	Closed	-$21.4M	–	90
2023 Q2	$21.4M	Buy	+110,243	New	+$21.4M	8.76%	1