Freedom Financial Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.2M Sell
59,500
-972
-2% -$199K 5.15% 5
2025
Q1
$13.4M Sell
60,472
-473
-0.8% -$105K 6.25% 5
2024
Q4
$15.3M Buy
+60,945
New +$15.3M 7.36% 3