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Claris Financial’s Apple AAPL Stock Holding History

Claris Financial’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 		$4.72M Sell
22,990
-13,218
-37% -$2.71M 3.55% 6
2025
Q1 		$9.07M Hold
36,208
– – 5.96% 2
2024
Q4 		$9.07M Buy
+36,208
New +$9.07M 5.96% 2