Stonebridge Financial Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.1M Sell
137,112
-876
-0.6% -$180K 2.73% 6
2025
Q1
$30.7M Buy
137,988
+1,151
+0.8% +$256K 3.26% 6
2024
Q4
$34.3M Buy
+136,837
New +$34.3M 3.78% 3