Grove Street Fiduciary’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Sell
6,084
-16
-0.3% -$3.28K 0.6% 27
2025
Q1
$1.35M Buy
6,100
+1,412
+30% +$314K 0.69% 24
2024
Q4
$1.17M Buy
+4,688
New +$1.17M 0.62% 26