Family Office Research’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.94M Sell
9,450
-799
-8% -$164K 0.92% 20
2025
Q1
$2.28M Sell
10,249
-826
-7% -$183K 1.11% 19
2024
Q4
$2.77M Buy
+11,075
New +$2.77M 1.22% 16