Jamison Private Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$34.2M Buy
2025
Q2
$24M Sell
2025
Q1
$30.1M Sell
2024
Q4
$34M Buy
2024
Q3
$27.2M Buy
2024
Q2
$24.3M Sell
2024
Q1
$20M Buy
2023
Q4
$22.3M Sell
2023
Q3
$20.1M Buy