Spectrum Strategic 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
$4.2M Buy
20,472
+2,996
+17% +$615K 2.11% 10
2025
Q1
$3.88M Sell
17,476
-608
-3% -$135K 2.43% 7
2024
Q4
$4.53M Sell
18,084
-303
-2% -$75.9K 2.85% 7
2024
Q3
$4.28M Sell
18,387
-128
-0.7% -$29.8K 2.91% 6
2024
Q2
$3.9M Sell
18,515
-1,150
-6% -$242K 2.85% 7
2024
Q1
$3.37M Sell
19,665
-4
-0% -$686 2.57% 8
2023
Q4
$3.79M Buy
+19,669
New +$3.79M 3.25% 6