Shorepath 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 | $9.26M | Buy |
45,125
+440
| +1% | +$90.3K | 7.63% | 4 |
|
|
2025
Q1 | $9.93M | Sell |
44,685
-274
| -0.6% | -$60.9K | 7.49% | 4 |
|
|
2024
Q4 | $11.3M | Buy |
44,959
+227
| +0.5% | +$56.8K | 8.05% | 4 |
|
|
2024
Q3 | $10.4M | Sell |
44,732
-977
| -2% | -$228K | 7.63% | 4 |
|
|
2024
Q2 | $9.63M | Buy |
45,709
+315
| +0.7% | +$66.3K | 7.41% | 4 |
|
|
2024
Q1 | $7.78M | Buy |
45,394
+11,082
| +32% | +$1.9M | 6.15% | 5 |
|
|
2023
Q4 | $6.61M | Buy |
+34,312
| New | +$6.61M | 5.86% | 5 |
|