Compass Financial Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
6,177
+907
+17% +$186K 0.61% 23
2025
Q1
$1.17M Buy
5,270
+29
+0.6% +$6.44K 0.61% 18
2024
Q4
$1.31M Buy
+5,241
New +$1.31M 0.74% 18