Synergy Asset Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$32.9M Sell
2025
Q1
$39M Sell
2024
Q4
$44.7M Buy
2024
Q3
$39.7M Buy
2024
Q2
$25M Buy
2024
Q1
$19.6M Buy
2023
Q4
$16.1M Sell
2023
Q3
$18M Buy
2023
Q2
$16.7M Sell
2023
Q1
$14.4M Buy
2022
Q4
$9.41M Buy
2022
Q3
$6.46M Sell
2022
Q2
$10.6M Sell
2022
Q1
$20.2M Buy
2021
Q4
$19.4M Sell
2021
Q3
$33.7M Buy
2021
Q2
$17.8M Buy
2021
Q1
$13M Sell
2020
Q4
$16.4M Buy