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Compass Planning Associates’s Apple AAPL Stock Holding History

Compass Planning Associates’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$78.8K Hold
384
– – 0.07% 47
2025
Q1 		$85.2K Buy
384
+1
+0.3% +$222 0.09% 47
2024
Q4 		$96K Buy
+383
New +$96K 0.1% 47