Pacific Asset Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
6,146
+26
+0.4% +$5.33K 1.01% 23
2025
Q1
$1.36M Sell
6,120
-63
-1% -$14K 1.22% 19
2024
Q4
$1.55M Buy
+6,183
New +$1.55M 1.45% 18