Stephen J. Garry & Associates’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
4,933
-72
-1% -$14.8K 0.87% 18
2025
Q1
$1.11M Buy
5,005
+3
+0.1% +$666 1.04% 17
2024
Q4
$1.25M Sell
5,002
-1,098
-18% -$275K 1.16% 17
2024
Q3
$1.42M Buy
6,100
+203
+3% +$47.3K 1.35% 16
2024
Q2
$1.24M Buy
5,897
+2
+0% +$421 1.26% 16
2024
Q1
$1.01M Buy
5,895
+5
+0.1% +$857 1.05% 18
2023
Q4
$1.13M Buy
+5,890
New +$1.13M 1.26% 16