Disciplined Investors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.81M Buy
13,704
+233
+2% +$47.8K 2.19% 14
2025
Q1
$2.99M Buy
13,471
+300
+2% +$66.6K 2.7% 8
2024
Q4
$3.09M Buy
+13,171
New +$3.09M 2.97% 6