Peirce Capital 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
$205K Sell
1,000
-540
-35% -$111K 0.09% 45
2025
Q1
$342K Hold
1,540
0.17% 29
2024
Q4
$386K Hold
1,540
0.2% 26
2024
Q3
$359K Sell
1,540
-580
-27% -$135K 0.18% 28
2024
Q2
$447K Sell
2,120
-10
-0.5% -$2.11K 0.24% 25
2024
Q1
$365K Buy
2,130
+10
+0.5% +$1.72K 0.2% 30
2023
Q4
$408K Buy
+2,120
New +$408K 0.25% 30