Grantvest Financial Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.78M Sell
13,560
-220
-2% -$45.1K 2.07% 5
2025
Q1
$3.06M Buy
13,780
+321
+2% +$71.3K 2.48% 6
2024
Q4
$3.37M Buy
+13,459
New +$3.37M 3.76% 3