Fiduciary Family Office’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $90.8M | Sell |
442,469
-2,910
| -0.7% | -$597K | 29.73% | 1 |
|
2025
Q1 | $98.9M | Buy |
445,379
+443,327
| +21,605% | +$98.5M | 32.92% | 1 |
|
2024
Q4 | $514K | Sell |
2,052
-437,417
| -100% | -$110M | 0.15% | 29 |
|
2024
Q3 | $102M | Buy |
439,469
+143,054
| +48% | +$33.3M | 33.8% | 1 |
|
2024
Q2 | $62.4M | Sell |
296,415
-323
| -0.1% | -$68K | 24.63% | 1 |
|
2024
Q1 | $50.9M | Sell |
296,738
-9,031
| -3% | -$1.55M | 19.95% | 1 |
|
2023
Q4 | $58.9M | Buy |
+305,769
| New | +$58.9M | 25.75% | 1 |
|