Empire Financial Management Company’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.9M	Sell	54,885 -5,541	-9%	-$1.44M	3.15%	2
2025 Q4	$16.4M	Sell	60,426 -1,275	-2%	-$342K	3.57%	1
2025 Q3	$15.7M	Buy	61,701 +19,228	+45%	+$4.34M	3.6%	1
2025 Q2	$8.71M	Sell	42,473 -1,011	-2%	-$204K	2.51%	4
2025 Q1	$9.66M	Sell	43,484 -1,526	-3%	-$354K	2.99%	4
2024 Q4	$11.3M	Buy	45,010 +2,424	+6%	+$571K	3.52%	3
2024 Q3	$9.92M	Sell	42,586 -4,803	-10%	-$1.07M	3.05%	3
2024 Q2	$9.98M	Buy	47,389 +1,190	+3%	+$222K	3.3%	3
2024 Q1	$7.92M	Buy	46,199 +5,942	+15%	+$1.08M	2.62%	3
2023 Q4	$7.75M	Sell	40,257 -413	-1%	-$76.3K	3.03%	3
2023 Q3	$6.96M	Sell	40,670 -1,707	-4%	-$313K	3.03%	3
2023 Q2	$8.22M	Sell	42,377 -3,843	-8%	-$670K	3.27%	3
2023 Q1	$7.62M	Buy	+46,220	New	+$6.82M	3.11%	3