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