Chokshi & Queen 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
$19.2M Buy
93,811
+3,909
+4% +$802K 11.03% 3
2025
Q1
$20M Buy
89,902
+212
+0.2% +$47.1K 12.18% 3
2024
Q4
$22.5M Buy
+89,690
New +$22.5M 13.94% 3