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