Compass Financial Group (South Dakota)’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.91M Buy
2025
Q1
$3.15M Buy
2024
Q4
$3.54M Sell
2024
Q3
$3.32M Sell
2024
Q2
$3.03M Sell
2024
Q1
$2.55M Buy
2023
Q4
$2.76M Buy
2023
Q3
$1.76M Sell
2023
Q2
$1.99M Buy
2023
Q1
$1.69M Buy
2022
Q4
$1.33M Buy