J. Safra Sarasin Holding’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.8M Sell
462,884
-41,299
-8% -$8.46M 1.64% 11
2025
Q1
$112M Buy
504,183
+21,013
+4% +$4.66M 2.02% 7
2024
Q4
$121M Buy
483,170
+33,094
+7% +$8.29M 2.05% 8
2024
Q3
$105M Buy
450,076
+78,903
+21% +$18.3M 1.82% 8
2024
Q2
$78M Buy
+371,173
New +$78M 1.43% 11