Investor's Fiduciary Advisor Network’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.3M Buy
59,984
+10,321
+21% +$2.12M 4.57% 3
2025
Q1
$11M Sell
49,663
-11,878
-19% -$2.64M 5.2% 2
2024
Q4
$15.4M Buy
+61,541
New +$15.4M 5.9% 2