Eagle Rock Investment Company’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.9M Sell
2025
Q1
$17.2M Sell
2024
Q4
$19.9M Sell
2024
Q3
$19.1M Sell
2024
Q2
$17.6M Buy
2024
Q1
$13.8M Buy
2023
Q4
$14.6M Sell
2023
Q3
$13.3M Sell
2023
Q2
$15.8M Buy
2023
Q1
$13.4M Sell
2022
Q4
$12.1M Sell
2022
Q3
$12.7M Sell
2022
Q2
$12.6M Sell
2022
Q1
$16.6M Sell
2021
Q4
$17.8M Buy