Crowley Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10M Sell
48,867
-668
-1% -$137K 9.13% 1
2025
Q1
$11M Sell
49,535
-263
-0.5% -$58.4K 10.48% 1
2024
Q4
$12.5M Buy
+49,798
New +$12.5M 11% 1