Copley 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
$607K Sell
2,957
-125
-4% -$25.6K 0.45% 38
2025
Q1
$685K Buy
3,082
+17
+0.6% +$3.78K 0.52% 32
2024
Q4
$768K Sell
3,065
-137
-4% -$34.3K 0.59% 26
2024
Q3
$746K Buy
+3,202
New +$746K 0.68% 21