Gutierrez Wealth Advisory’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$916K Buy
4,466
+2,690
+151% +$552K 0.61% 23
2025
Q1
$395K Sell
1,776
-7
-0.4% -$1.56K 0.32% 27
2024
Q4
$446K Buy
+1,783
New +$446K 0.37% 24