Evelyn Partners Investment Management’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$73M	Buy	296,481 +274,266	+1,235%	+$67.5M	3.02%	9
2025 Q1	$88.3M	Buy	+22,215	New	+$88.3M	4.02%	6