Kagan Cocozza Asset Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Buy
1,609
+75
+5% +$15.4K 0.25% 48
2025
Q1
$341K Sell
1,534
-6
-0.4% -$1.33K 0.28% 52
2024
Q4
$386K Buy
+1,540
New +$386K 0.32% 48