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