Fortis Capital Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.8M Sell
2025
Q1
$17.3M Buy
2024
Q4
$17.2M Sell
2024
Q3
$18M Buy
2024
Q2
$15.6M Buy
2024
Q1
$11.5M Buy
2023
Q4
$12.9M Buy
2023
Q3
$10.7M Sell
2023
Q2
$12.7M Sell
2023
Q1
$11.3M Buy
2022
Q4
$8.64M Buy