Howard Bailey Securities’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.02M Sell
14,716
-631
-4% -$129K 1.16% 23
2025
Q1
$3.41M Sell
15,347
-1,693
-10% -$376K 1.38% 22
2024
Q4
$4.27M Buy
17,040
+5,840
+52% +$1.46M 1.58% 20
2024
Q3
$2.61M Buy
+11,200
New +$2.61M 0.99% 28