Holos Integrated Wealth’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.91M	Sell	8,342 -1,110	-12%	-$255K	1.15%	20
2025 Q1	$2.1M	Sell	9,452 -2,754	-23%	-$612K	1.38%	19
2024 Q4	$3.06M	Buy	+12,206	New	+$3.06M	2.09%	16