Hughes 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
$1.78M Buy
8,351
+1,770
+27% +$377K 0.31% 30
2025
Q1
$1.47M Sell
6,581
-327
-5% -$73K 0.29% 33
2024
Q4
$1.73M Buy
+6,908
New +$1.73M 0.36% 29