Exchange Bank’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Sell |
26,811
-776
| -3% | -$159K | 4.35% | 1 |
|
|
2025
Q1 | $6.13M | Sell |
27,587
-814
| -3% | -$181K | 4.94% | 2 |
|
|
2024
Q4 | $7.11M | Sell |
28,401
-240
| -0.8% | -$60.1K | 5.72% | 1 |
|
|
2024
Q3 | $6.67M | Sell |
28,641
-514
| -2% | -$120K | 5.46% | 1 |
|
|
2024
Q2 | $6.14M | Sell |
29,155
-179
| -0.6% | -$37.7K | 5.22% | 2 |
|
|
2024
Q1 | $5.03M | Sell |
29,334
-1,121
| -4% | -$192K | 4.13% | 3 |
|
|
2023
Q4 | $5.86M | Sell |
30,455
-2,789
| -8% | -$537K | 5.08% | 2 |
|
|
2023
Q3 | $5.69M | Buy |
33,244
+1,352
| +4% | +$231K | 5.45% | 2 |
|
|
2023
Q2 | $6.19M | Buy |
+31,892
| New | +$6.19M | 5.98% | 2 |
|