DHK Financial Advisors’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$672K	Sell	3,275 -21	-0.6%	-$4.31K	0.39%	49
2025 Q1	$732K	Sell	3,296 -89	-3%	-$19.8K	0.4%	45
2024 Q4	$848K	Hold	3,385	–	–	0.51%	43
2024 Q3	$789K	Sell	3,385 -79	-2%	-$18.4K	0.48%	39
2024 Q2	$730K	Buy	+3,464	New	+$730K	0.51%	38