Capstone Wealth Management (Alabama)’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
8,495
+3
+0% +$616 1.53% 14
2025
Q1
$1.89M Sell
8,492
-36
-0.4% -$8K 1.88% 11
2024
Q4
$2.14M Buy
+8,528
New +$2.14M 2.09% 11