BlueStem Wealth Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.92M Buy
19,082
+705
+4% +$145K 0.48% 30
2025
Q1
$4.08M Buy
18,377
+465
+3% +$103K 0.56% 25
2024
Q4
$4.49M Buy
+17,912
New +$4.49M 0.59% 23