Cornerstone Enterprises’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$925K Sell
4,509
-35,633
-89% -$7.31M 0.5% 20
2025
Q1
$8.92M Buy
40,142
+1,959
+5% +$435K 5.44% 5
2024
Q4
$9.56M Sell
38,183
-3,240
-8% -$811K 5.74% 7
2024
Q3
$9.65M Sell
41,423
-787
-2% -$183K 6.04% 4
2024
Q2
$8.89M Buy
42,210
+1,907
+5% +$402K 5.9% 5
2024
Q1
$6.85M Buy
40,303
+8,116
+25% +$1.38M 5.04% 7
2023
Q4
$6.2M Buy
+32,187
New +$6.2M 5.53% 7