Private Client Services’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
$5.48M Sell
2025
Q2
$4.53M Buy
2025
Q1
$3.07M Sell
2024
Q4
$4.17M Buy
2024
Q3
$3.88M Sell
2024
Q2
$4.65M Sell
2024
Q1
$3.82M Buy
2023
Q4
$3.46M Buy