Sunbeam Capital Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.21M Buy
25,383
+4,781
+23% +$981K 3.95% 7
2025
Q1
$4.58M Buy
20,602
+72
+0.4% +$16K 4.36% 5
2024
Q4
$5.14M Buy
+20,530
New +$5.14M 4.77% 5