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Centerpoint Advisory Group’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.47M Sell
21,787
-222
-1% -$45.5K 3.88% 5
2025
Q1
$4.89M Sell
22,009
-2,049
-9% -$455K 4.81% 3
2024
Q4
$6.02M Buy
+24,058
New +$6.02M 5.83% 1