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CVFG LLC’s Apple AAPL Stock Holding History

CVFG LLC’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.61M Buy
32,229
+189
+0.6% +$38.8K 5.25% 3
2025
Q1 		$7.12M Buy
32,040
+437
+1% +$97.1K 6.47% 2
2024
Q4 		$7.91M Buy
+31,603
New +$7.91M 7.22% 1