Lynx Investment Advisory’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.32M Sell
25,931
-668
-3% -$137K 3.47% 4
2025
Q1
$5.91M Buy
26,599
+210
+0.8% +$46.6K 3.94% 3
2024
Q4
$6.61M Buy
26,389
+529
+2% +$132K 4.51% 3
2024
Q3
$6.03M Buy
25,860
+975
+4% +$227K 4.34% 3
2024
Q2
$5.24M Buy
+24,885
New +$5.24M 3.88% 3