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Putney Financial Group’s Apple AAPL Stock Holding History

Putney Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.4M Sell
99,282
-6,852
-6% -$1.41M 20.57% 1
2025
Q1 		$23.6M Sell
106,134
-3,487
-3% -$775K 24.8% 1
2024
Q4 		$27.5M Buy
+109,621
New +$27.5M 24.45% 1