Papamarkou Wellner 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
$15.3M Sell
74,450
-1,796
-2% -$368K 10.11% 1
2025
Q1
$16.9M Sell
76,246
-1,559
-2% -$346K 11.8% 1
2024
Q4
$19.5M Buy
+77,805
New +$19.5M 13.42% 1