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Milestone Asset Management Group’s Apple AAPL Stock Holding History

Milestone Asset Management Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.16M Buy
20,289
+663
+3% +$136K 3.08% 7
2025
Q1 		$4.36M Sell
19,626
-100
-0.5% -$22.2K 3.94% 3
2024
Q4 		$4.94M Buy
+19,726
New +$4.94M 4.41% 2