Passumpsic Savings Bank’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.04M Buy
4,154
+626
+18% +$157K 0.65% 47
2024
Q3
$822K Buy
3,528
+303
+9% +$70.6K 0.54% 48
2024
Q2
$679K Sell
3,225
-2,849
-47% -$600K 0.49% 48
2024
Q1
$1.04M Buy
+6,074
New +$1.04M 0.67% 42