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Burk Holdings’s Apple AAPL Stock Holding History

Burk Holdings’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$904K Sell
4,406
-450
-9% -$92.3K 0.57% 33
2025
Q1 		$1.08M Buy
4,856
+447
+10% +$99.3K 0.81% 25
2024
Q4 		$1.1M Buy
+4,409
New +$1.1M 0.89% 25