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Marshall Investment Management’s Apple AAPL Stock Holding History

Marshall Investment Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$373K Sell
1,819
-15,990
-90% -$3.28M 1.77% 17
2025
Q1 		$3.96M Sell
17,809
-3,061
-15% -$680K 2.46% 9
2024
Q4 		$4.86M Buy
+20,870
New +$4.86M 2.87% 13