Sage Investment Counsel’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.21M Buy
20,536
+477
+2% +$97.9K 4.88% 2
2025
Q1
$4.46M Sell
20,059
-245
-1% -$54.4K 5.65% 2
2024
Q4
$5.08M Buy
+20,304
New +$5.08M 6.63% 2