LBJ Family Wealth Advisors’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-916	Closed	-$203K	–	28
2025 Q1	$203K	Buy	916 +1	+0.1%	+$222	0.13%	27
2024 Q4	$229K	Sell	915 -29	-3%	-$7.26K	0.14%	26
2024 Q3	$220K	Buy	+944	New	+$220K	0.13%	28