Heritage Family Offices’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.03M	Hold	18,475	–	–	2.04%	8
2025 Q1	$4.1M	Buy	18,475 +908	+5%	+$202K	2.1%	8
2024 Q4	$4.4M	Buy	17,567 +2,483	+16%	+$622K	2.2%	8
2024 Q3	$3.51M	Sell	15,084 -730	-5%	-$170K	1.81%	10
2024 Q2	$3.33M	Buy	+15,814	New	+$3.33M	1.85%	10