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Envision Financial’s Apple AAPL Stock Holding History

Envision Financial’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 		$528K Buy
2,573
+257
+11% +$52.7K 0.35% 37
2025
Q1 		$514K Buy
2,316
+273
+13% +$60.6K 0.39% 33
2024
Q4 		$512K Buy
+2,043
New +$512K 0.41% 33