McGrath & Associates’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Sell	5,141 -488	-9%	-$100K	1.72%	19
2025 Q1	$1.25M	Buy	5,629 +523	+10%	+$116K	2.28%	15
2024 Q4	$1.28M	Buy	+5,106	New	+$1.28M	2.58%	15