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Cache Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$37.7M Buy
183,639
+25,247
+16% +$5.18M 10.19% 2
2025
Q1
$35.2M Buy
158,392
+33,925
+27% +$7.54M 13.5% 1
2024
Q4
$31.2M Buy
+124,467
New +$31.2M 12.99% 1