Investment Planning 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	$670K	Buy	3,268 +408	+14%	+$83.7K	0.24%	39
2025 Q1	$635K	Sell	2,860 -63	-2%	-$14K	0.26%	43
2024 Q4	$732K	Sell	2,923 -62	-2%	-$15.5K	0.32%	36
2024 Q3	$629K	Hold	2,985	–	–	0.32%	39
2024 Q2	$629K	Buy	+2,985	New	+$629K	0.32%	39