Kaufman Rossin Wealth’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.32M	Buy	11,319 +3,207	+40%	+$658K	1.47%	13
2025 Q1	$1.8M	Buy	8,112 +3,850	+90%	+$855K	1.29%	13
2024 Q4	$1.07M	Buy	+4,262	New	+$1.07M	1.1%	16