Independence Financial Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Sell
6,600
-19
-0.3% -$3.9K 0.53% 27
2025
Q1
$1.47M Buy
+6,619
New +$1.47M 0.56% 20