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Carter Financial Group’s Apple AAPL Stock Holding History

Carter Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.22M Buy
+25,456
New +$5.22M 3.42% 7
2022
Q1 		$2.96M Buy
+16,922
New +$2.96M 3.96% 6