Liberty Square Wealth Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.5M Sell
75,359
-632
-0.8% -$130K 5.34% 5
2025
Q1
$16.9M Buy
75,991
+2,043
+3% +$454K 6.44% 4
2024
Q4
$18.1M Buy
+73,948
New +$18.1M 6.6% 3