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Smith Asset Management’s Apple AAPL Stock Holding History

Smith Asset Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.61M Buy
7,243
+1,672
+30% +$371K 1.52% 25
2024
Q4 		$1.4M Buy
+5,571
New +$1.4M 1.36% 29