Gratus Wealth 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
$7.36M Buy
2025
Q1
$7.95M Sell
2024
Q4
$9.04M Sell
2024
Q3
$8.16M Buy
2024
Q2
$7.64M Sell
2024
Q1
$5.89M Buy
2023
Q4
$6.4M Buy