Rockbridge 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
$7.88M Sell
38,431
-136
-0.4% -$27.9K 4.49% 10
2025
Q1
$8.57M Sell
38,567
-4,329
-10% -$962K 5.24% 9
2024
Q4
$10.7M Buy
+42,896
New +$10.7M 6.11% 8