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
2026 Q1	$34M	Sell	133,791 -460	-0.3%	-$120K	4.26%	1
2025 Q4	$36.5M	Sell	134,251 -163	-0.1%	-$43.8K	4.55%	1
2025 Q3	$34.2M	Buy	134,414 +17,467	+15%	+$3.95M	4.43%	2
2025 Q2	$24M	Sell	116,947 -18,346	-14%	-$3.7M	3.44%	3
2025 Q1	$30.1M	Sell	135,293 -650	-0.5%	-$151K	4.58%	1
2024 Q4	$34M	Buy	135,943 +19,110	+16%	+$4.5M	5.03%	1
2024 Q3	$27.2M	Buy	116,833 +1,452	+1%	+$324K	4.14%	2
2024 Q2	$24.3M	Sell	115,381 -1,269	-1%	-$237K	4.04%	2
2024 Q1	$20M	Buy	116,650 +679	+0.6%	+$123K	3.38%	4
2023 Q4	$22.3M	Sell	115,971 -1,254	-1%	-$232K	4.18%	3
2023 Q3	$20.1M	Buy	+117,225	New	+$21.5M	4.15%	3