Marathon Strategic 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 | $351K | Buy |
1,713
+27
| +2% | +$5.54K | 0.33% | 34 |
|
2025
Q1 | $374K | Buy |
1,686
+1
| +0.1% | +$222 | 0.4% | 29 |
|
2024
Q4 | $422K | Sell |
1,685
-20
| -1% | -$5.01K | 0.46% | 28 |
|
2024
Q3 | $397K | Sell |
1,705
-107
| -6% | -$24.9K | 0.42% | 27 |
|
2024
Q2 | $382K | Sell |
1,812
-176
| -9% | -$37.1K | 0.45% | 28 |
|
2024
Q1 | $341K | Hold |
1,988
| – | – | 0.42% | 19 |
|
2023
Q4 | $383K | Buy |
+1,988
| New | +$383K | 0.52% | 24 |
|