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Synergy Investment Management’s Apple AAPL Stock Holding History

Synergy Investment Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.03M Buy
5,010
+53
+1% +$10.9K 0.62% 25
2025
Q1 		$1.1M Sell
4,957
-1,078
-18% -$239K 0.46% 44
2024
Q4 		$1.51M Buy
+6,035
New +$1.51M 0.65% 33