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Prossimo Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.66M Buy
32,484
+491
+2% +$101K 5.35% 2
2025
Q1
$7.11M Sell
31,993
-90
-0.3% -$20K 5.34% 2
2024
Q4
$8.03M Buy
32,083
+245
+0.8% +$61.4K 5.81% 2
2024
Q3
$7.42M Buy
+31,838
New +$7.42M 5.42% 2
2023
Q3
Sell
-35,993
Closed -$6.98M 57
2023
Q2
$6.98M Buy
+35,993
New +$6.98M 6.73% 1