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Yoffe Investment Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
6,212
+1
+0% +$205 1.74% 11
2025
Q1
$1.38M Sell
6,211
-1
-0% -$222 2.03% 9
2024
Q4
$1.56M Buy
+6,212
New +$1.56M 2.31% 8