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Sulzberger Capital Advisors’s Apple AAPL Stock Holding History

Sulzberger Capital Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.47M Sell
7,184
-1,800
-20% -$369K 1.72% 16
2025
Q1 		$2M Sell
8,984
-4,850
-35% -$1.08M 2.62% 11
2024
Q4 		$3.46M Buy
+13,834
New +$3.46M 3.92% 9