Canandaigua National Trust of Florida’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.6M Sell
12,673
-138
-1% -$28.3K 1.85% 12
2025
Q1
$2.85M Sell
12,811
-2,435
-16% -$541K 2.51% 8
2024
Q4
$3.82M Buy
15,246
+3,433
+29% +$860K 2.98% 7
2024
Q3
$2.75M Buy
+11,813
New +$2.75M 2.37% 9