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Cary Street Partners’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$94.1M Buy
458,846
+3,258
+0.7% +$668K 2.64% 3
2025
Q1
$101M Buy
455,588
+16,425
+4% +$3.65M 3.2% 1
2024
Q4
$110M Buy
+439,163
New +$110M 3.58% 1