Frederick Financial Consultants’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.54M Sell
22,111
-349
-2% -$71.6K 2.82% 10
2025
Q1
$4.99M Buy
22,460
+2,904
+15% +$645K 3.6% 9
2024
Q4
$4.9M Buy
+19,556
New +$4.9M 3.91% 9