Milestone Asset Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.3M Buy
2025
Q2
$8.27M Buy
2025
Q1
$7.62M Sell
2024
Q4
$15M Buy
2024
Q3
$11M Buy
2024
Q2
$7.63M Sell
2024
Q1
$7.8M Buy
2023
Q4
$1.44M Buy
2023
Q3
$1.23M Buy
2023
Q2
$1.24M Sell
2023
Q1
$1.15M Buy
2022
Q4
$768K Buy