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Sherman Asset Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.07M Hold
14,939
2.72% 9
2025
Q1
$3.32M Buy
14,939
+397
+3% +$88.2K 3.17% 6
2024
Q4
$3.64M Buy
+14,542
New +$3.64M 3.33% 6