Spurstone Advisory Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
5,551
+366
+7% +$75.1K 17.26% 1
2025
Q1
$1.15M Buy
5,185
+109
+2% +$24.2K 22.41% 1
2024
Q4
$1.27M Buy
+5,076
New +$1.27M 24.2% 1