AdviceOne Advisory Services’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.81M	Buy	13,713 +514	+4%	+$105K	2.08%	5
2025 Q1	$2.93M	Buy	13,199 +224	+2%	+$49.8K	2.39%	5
2024 Q4	$3.25M	Buy	+12,975	New	+$3.25M	2.88%	5