Elevate Capital 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	$2.88M	Sell	14,021 -4,412	-24%	-$905K	2.29%	13
2025 Q1	$4.09M	Sell	18,433 -1,650	-8%	-$367K	3.79%	5
2024 Q4	$5.03M	Buy	+20,083	New	+$5.03M	4.43%	1