Millington Financial 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
$1.45M Sell
6,756
-641
-9% -$137K 0.73% 45
2025
Q1
$1.47M Buy
7,397
+4
+0.1% +$793 0.9% 39
2024
Q4
$1.69M Buy
7,393
+19
+0.3% +$4.33K 0.98% 32
2024
Q3
$1.72M Sell
7,374
-1,466
-17% -$342K 1.07% 32
2024
Q2
$1.86M Buy
8,840
+5
+0.1% +$1.05K 1.29% 23
2024
Q1
$1.52M Sell
8,835
-123
-1% -$21.1K 1.08% 29
2023
Q4
$1.72M Sell
8,958
-103
-1% -$19.8K 1.38% 20
2023
Q3
$1.55M Sell
9,061
-460
-5% -$78.8K 1.39% 22
2023
Q2
$1.85M Buy
9,521
+67
+0.7% +$13K 1.64% 17
2023
Q1
$1.56M Buy
9,454
+213
+2% +$35.1K 1.44% 19
2022
Q4
$1.2M Buy
+9,241
New +$1.2M 1.17% 25