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Avantra Family Wealth’s Apple AAPL Stock Holding History

Avantra Family Wealth’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.86M Buy
28,553
+1,191
+4% +$244K 4.84% 2
2025
Q1 		$6.08M Sell
27,362
-433
-2% -$96.2K 5.83% 1
2024
Q4 		$6.96M Buy
+27,795
New +$6.96M 6.5% 1