Cypress Advisory Group’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.85M Sell
13,908
-28
-0.2% -$5.75K 2.21% 11
2025
Q1
$3.1M Hold
13,936
2.82% 7
2024
Q4
$3.49M Buy
+13,936
New +$3.49M 3.21% 6