Financial Life Planners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.35M Sell
26,071
-3,903
-13% -$801K 4.35% 4
2025
Q1
$6.66M Buy
29,974
+1,184
+4% +$263K 6.48% 4
2024
Q4
$7.21M Buy
+28,790
New +$7.21M 6.04% 4