Mission Hills Financial Advisory’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
6,938
+2,922
+73% +$599K 0.88% 21
2025
Q1
$892K Buy
4,016
+53
+1% +$11.8K 0.62% 22
2024
Q4
$992K Buy
3,963
+748
+23% +$187K 0.77% 21
2024
Q3
$731K Buy
+3,215
New +$731K 0.62% 23