EFG
Embree Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Sell |
134,963
-412
| -0.3% | -$84.5K | 4.17% | 4 |
|
|
2025
Q1 | $30.1M | Buy |
135,375
+3,378
| +3% | +$750K | 5.04% | 4 |
|
|
2024
Q4 | $33.1M | Sell |
131,997
-2,550
| -2% | -$639K | 5.65% | 4 |
|
|
2024
Q3 | $31.3M | Sell |
134,547
-1,024
| -0.8% | -$239K | 5.58% | 4 |
|
|
2024
Q2 | $28.6M | Sell |
135,571
-3,654
| -3% | -$770K | 5.49% | 4 |
|
|
2024
Q1 | $23.9M | Sell |
139,225
-5,094
| -4% | -$874K | 4.68% | 4 |
|
|
2023
Q4 | $27.8M | Buy |
+144,319
| New | +$27.8M | 5.84% | 4 |
|