Lighthouse Financial’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.26M Sell
11,004
-100
-0.9% -$20.5K 1.73% 14
2025
Q1
$2.47M Sell
11,104
-650
-6% -$144K 2.13% 12
2024
Q4
$2.94M Buy
+11,754
New +$2.94M 2.39% 12