PCS
Private Client Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
22,080
+8,272
| +60% | +$1.7M | 1.76% | 11 |
|
|
2025
Q1 | $3.07M | Sell |
13,808
-2,856
| -17% | -$634K | 1.52% | 15 |
|
|
2024
Q4 | $4.17M | Buy |
16,664
+19
| +0.1% | +$4.76K | 2.24% | 5 |
|
|
2024
Q3 | $3.88M | Sell |
16,645
-5,423
| -25% | -$1.26M | 2.09% | 11 |
|
|
2024
Q2 | $4.65M | Sell |
22,068
-183
| -0.8% | -$38.5K | 2.92% | 7 |
|
|
2024
Q1 | $3.82M | Buy |
22,251
+4,297
| +24% | +$737K | 2.56% | 6 |
|
|
2023
Q4 | $3.46M | Buy |
+17,954
| New | +$3.46M | 2.84% | 6 |
|