Cascades Capital Asset Management’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.03M	Sell	43,999 -2,659	-6%	-$546K	4.64%	5
2025 Q1	$10.4M	Sell	46,658 -386	-0.8%	-$85.7K	5.59%	4
2024 Q4	$11.8M	Sell	47,044 -221	-0.5%	-$55.3K	6.28%	5
2024 Q3	$11M	Buy	+47,265	New	+$11M	6.07%	5