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 |
|