BankPlus Wealth Management’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.83M	Sell	23,523 -300	-1%	-$61.6K	3.2%	4
2025 Q1	$5.29M	Sell	23,823 -578	-2%	-$128K	3.89%	4
2024 Q4	$6.11M	Buy	+24,401	New	+$6.11M	4.55%	4