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Roxbury Financial’s Apple AAPL Stock Holding History

Roxbury Financial’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 		$2.87M Sell
13,983
-771
-5% -$158K 2.79% 9
2025
Q1 		$3.57M Sell
14,754
-247
-2% -$59.7K 3.49% 4
2024
Q4 		$3.56M Buy
+15,001
New +$3.56M 3.43% 3