Wormser Freres Gestion’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82K | Sell |
400
-25,403
| -98% | -$5.21M | 0.05% | 38 |
|
|
2025
Q1 | $5.64M | Sell |
25,803
-1,144
| -4% | -$250K | 3.46% | 15 |
|
|
2024
Q4 | $6.81M | Sell |
26,947
-228
| -0.8% | -$57.7K | 4.05% | 16 |
|
|
2024
Q3 | $6.31M | Sell |
27,175
-14,776
| -35% | -$3.43M | 3.86% | 13 |
|
|
2024
Q2 | $9.13M | Buy |
41,951
+2,043
| +5% | +$445K | 5.95% | 4 |
|
|
2024
Q1 | $6.95M | Buy |
39,908
+1,104
| +3% | +$192K | 4.76% | 13 |
|
|
2023
Q4 | $7.52M | Buy |
+38,804
| New | +$7.52M | 6.1% | 7 |
|