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Generation Capital Management’s Apple AAPL Stock Holding History

Generation Capital Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.95M Sell
24,130
-90
-0.4% -$18.5K 3.92% 5
2025
Q1 		$5.38M Buy
24,220
+315
+1% +$70K 4.84% 4
2024
Q4 		$5.99M Buy
+23,905
New +$5.99M 5.13% 4