Cyndeo Wealth Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$52M Sell
2025
Q2
$42.7M Buy
2025
Q1
$44.5M Buy
2024
Q4
$45.7M Buy
2024
Q3
$40.7M Buy
2024
Q2
$27.1M Buy
2024
Q1
$21.9M Sell
2023
Q4
$24.6M Buy
2023
Q3
$18.6M Buy
2023
Q2
$20.5M Sell
2023
Q1
$18.3M Sell
2022
Q4
$16.2M Buy