Safe Harbor Fiduciary’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.87M	Buy	23,733 +2,309	+11%	+$474K	4.57%	4
2025 Q1	$4.76M	Buy	21,424 +26	+0.1%	+$5.78K	4.92%	3
2024 Q4	$5.36M	Buy	21,398 +58	+0.3%	+$14.5K	5.46%	3
2024 Q3	$4.97M	Buy	+21,340	New	+$4.97M	4.66%	4