Harold Davidson & Associates’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.8M Sell
159,937
-45,633
-22% -$9.36M 21.26% 1
2025
Q1
$45.7M Sell
205,570
-3,255
-2% -$723K 24.92% 1
2024
Q4
$52.3M Buy
+208,825
New +$52.3M 25.01% 1