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Evelyn Partners Investment Management Services’s Apple AAPL Stock Holding History

Evelyn Partners Investment Management Services’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 		$16.6M Sell
85,367
-14,053
-14% -$2.73M 2.21% 17
2025
Q1 		$21.1M Buy
+99,420
New +$21.1M 3.66% 7