Sugar Maple Asset Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$401K Sell
1,957
-23
-1% -$4.72K 0.31% 51
2025
Q1
$440K Sell
1,980
-650
-25% -$144K 0.35% 43
2024
Q4
$659K Sell
2,630
-1,947
-43% -$488K 0.5% 31
2024
Q3
$1.07M Buy
4,577
+2,110
+86% +$492K 0.93% 21
2024
Q2
$520K Buy
2,467
+16
+0.7% +$3.37K 0.5% 32
2024
Q1
$420K Buy
+2,451
New +$420K 0.41% 36