Gallagher Fiduciary Advisors’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.44M	Sell	17,508 -223	-1%	-$58K	0.17%	30
2025 Q4	$4.82M	Buy	17,731 +43	+0.2%	+$11.5K	0.16%	40
2025 Q3	$4.5M	Sell	17,688 -585	-3%	-$132K	0.17%	35
2025 Q2	$3.75M	Buy	18,273 +1,118	+7%	+$226K	0.15%	33
2025 Q1	$3.81M	Sell	17,155 -4,032	-19%	-$934K	0.13%	44
2024 Q4	$5.31M	Buy	21,187 +1,346	+7%	+$317K	1.04%	24
2024 Q3	$4.62M	Sell	19,841 -740	-4%	-$165K	0.94%	24
2024 Q2	$4.33M	Sell	20,581 -761	-4%	-$142K	0.97%	21
2024 Q1	$3.66M	Sell	21,342 -805	-4%	-$146K	0.13%	31
2023 Q4	$4.26M	Sell	22,147 -209	-0.9%	-$38.6K	0.15%	28
2023 Q3	$3.83M	Buy	22,356 +788	+4%	+$145K	0.34%	25
2023 Q2	$4.18M	Sell	21,568 -558	-3%	-$97.2K	0.32%	26
2023 Q1	$3.65M	Buy	+22,126	New	+$3.26M	0.3%	28