Columbia River Financial 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
$403K Buy
1,983
+25
+1% +$5.08K 0.26% 40
2025
Q1
$435K Sell
1,958
-10
-0.5% -$2.22K 0.29% 42
2024
Q4
$492K Buy
+1,968
New +$492K 0.34% 41