Bestgate Wealth 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
$524K Hold
2,357
1.09% 21
2025
Q1
$524K Sell
2,357
-63
-3% -$14K 1.09% 21
2024
Q4
$606K Buy
+2,420
New +$606K 1.22% 21