Hopwood Financial Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
7,203
-1,559
-18% -$320K 1.16% 18
2025
Q1
$1.95M Buy
8,762
+701
+9% +$156K 1.5% 14
2024
Q4
$2.02M Buy
+8,061
New +$2.02M 1.53% 17