Trademark Financial Management’s Apple AAPL Stock Holding History

Trademark Financial Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$646K	Sell
2025 Q2	$534K	Buy
2025 Q1	$403K	Sell
2024 Q4	$522K	Sell
2024 Q3	$500K	Sell
2024 Q2	$481K	Sell
2024 Q1	$399K	Sell
2023 Q4	$2.13M	Buy