Centerline Wealth Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.03M Sell
44,005
-59
-0.1% -$12.1K 4.43% 8
2025
Q1
$9.79M Sell
44,064
-57
-0.1% -$12.7K 5.84% 7
2024
Q4
$11M Buy
+44,121
New +$11M 6.47% 6