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Evelyn Partners Asset Management’s Apple AAPL Stock Holding History

Evelyn Partners Asset Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.34M Sell
6,518
-16,739
-72% -$3.43M 0.6% 33
2025
Q1 		$2.88M Buy
+23,257
New +$2.88M 1.8% 14