McCarter Private Wealth Services’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.74M	Sell	13,363 -2,300	-15%	-$472K	1.57%	23
2025 Q1	$3.48M	Buy	15,663 +1,906	+14%	+$423K	2.28%	14
2024 Q4	$3.45M	Buy	13,757 +1,221	+10%	+$306K	2.19%	15
2024 Q3	$2.92M	Buy	+12,536	New	+$2.92M	1.85%	19