Carbahal Olsen Financial Services Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Sell
8,998
-58
-0.6% -$11.9K 1.57% 9
2025
Q1
$2.01M Buy
9,056
+570
+7% +$127K 1.91% 9
2024
Q4
$2.13M Buy
+8,486
New +$2.13M 1.96% 9