Codex Capital Asset Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$616K Hold
3,000
0.25% 32
2025
Q1
$666K Hold
3,000
0.31% 31
2024
Q4
$751K Hold
3,000
0.33% 32
2024
Q3
$699K Hold
3,000
0.31% 35
2024
Q2
$632K Buy
+3,000
New +$632K 0.29% 35