Lifelong Wealth 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
$1.42M Buy
6,918
+444
+7% +$91.1K 0.47% 27
2025
Q1
$1.44M Buy
6,474
+33
+0.5% +$7.33K 0.67% 22
2024
Q4
$1.61M Buy
+6,441
New +$1.61M 0.73% 20