Compass Financial Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$3.54M Sell
2022
Q4
$2.83M Buy
2022
Q3
$2.99M Sell
2022
Q2
$2.98M Sell
2022
Q1
$3.94M Buy
2021
Q4
$3.89M Buy