Concurrent Investment Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$133M Buy
2025
Q1
$137M Buy
2024
Q4
$123M Buy
2024
Q3
$114M Buy
2024
Q2
$102M Buy
2024
Q1
$64.9M Sell
2023
Q4
$73.9M Buy