Congress Wealth Management’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	$394M	Buy	1,922,034 +161,537	+9%	+$32.6M	3.82%	2
2025 Q1	$390M	Buy	1,760,497 +967,724	+122%	+$224M	4.68%	1
2024 Q4	$199M	Buy	792,773 +71,509	+10%	+$16.9M	2.73%	2
2024 Q3	$168M	Buy	721,264 +177,915	+33%	+$39.7M	2.24%	2
2024 Q2	$114M	Buy	543,349 +19,189	+4%	+$3.58M	1.82%	5
2024 Q1	$89.9M	Sell	524,160 -108,895	-17%	-$19.8M	1.55%	10
2023 Q4	$122M	Buy	633,055 +89,956	+17%	+$16.6M	2.24%	4
2023 Q3	$93M	Buy	543,099 +65,071	+14%	+$11.9M	1.92%	7
2023 Q2	$92.7M	Buy	478,028 +4,712	+1%	+$821K	2.15%	5
2023 Q1	$78M	Sell	473,316 -5,148	-1%	-$760K	1.88%	7
2022 Q4	$62.2M	Buy	478,464 +16,990	+4%	+$2.43M	1.6%	10
2022 Q3	$63.8M	Buy	461,474 +3,488	+0.8%	+$547K	1.72%	8
2022 Q2	$62.6M	Sell	457,986 -10,999	-2%	-$1.67M	1.6%	11
2022 Q1	$81.9M	Sell	468,985 -52,252	-10%	-$8.79M	1.79%	6
2021 Q4	$92.6M	Buy	+521,237	New	+$82.4M	1.85%	5