Avant Financial Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.23M Sell
2025
Q2
$3.11M Sell
2025
Q1
$3.83M Sell
2024
Q4
$4.5M Buy