Defined Financial Planning’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.62M	Sell	12,540 -610	-5%	-$128K	2.33%	16
2025 Q1	$2.93M	Buy	13,150 +2,063	+19%	+$460K	2.97%	10
2024 Q4	$2.78M	Buy	+11,087	New	+$2.78M	2.96%	10