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

Capstone Wealth Management Group (Oregon)’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.25M Sell
45,063
-646
-1% -$133K 6.73% 1
2025
Q1 		$10.2M Sell
45,709
-1,785
-4% -$397K 8.11% 1
2024
Q4 		$11.9M Buy
+47,494
New +$11.9M 9.03% 1