Cornerstone 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
$581K Buy
2,830
+1
+0% +$205 0.49% 44
2025
Q1
$596K Sell
2,829
-399
-12% -$84.1K 0.54% 44
2024
Q4
$808K Buy
+3,228
New +$808K 0.8% 31