Avant Financial Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.11M Sell
15,158
-2,069
-12% -$424K 2.56% 13
2025
Q1
$3.83M Sell
17,227
-740
-4% -$164K 3.47% 9
2024
Q4
$4.5M Buy
+17,967
New +$4.5M 4.13% 4