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Custom Index Systems’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.2M Sell
49,795
-765
-2% -$157K 4.87% 1
2025
Q1
$11.2M Buy
50,560
+7,676
+18% +$1.71M 5.69% 1
2024
Q4
$10.7M Buy
42,884
+1,418
+3% +$355K 5.77% 1
2024
Q3
$9.66M Buy
41,466
+3,683
+10% +$858K 5.23% 1
2024
Q2
$7.96M Sell
37,783
-6,908
-15% -$1.45M 4.57% 1
2024
Q1
$7.66M Buy
44,691
+582
+1% +$99.8K 4.36% 1
2023
Q4
$8.49M Buy
+44,109
New +$8.49M 5.23% 1