Miller Financial Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.15M Sell
15,343
-59
-0.4% -$12.1K 4.01% 3
2025
Q1
$3.42M Sell
15,402
-4,385
-22% -$974K 4.92% 2
2024
Q4
$4.96M Buy
+19,787
New +$4.96M 4.18% 3