North Ridge Wealth 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	$291K	Sell	1,417 -130	-8%	-$26.7K	0.18%	39
2025 Q1	$344K	Sell	1,547 -123	-7%	-$27.3K	0.23%	34
2024 Q4	$418K	Sell	1,670 -231	-12%	-$57.9K	0.29%	33
2024 Q3	$443K	Hold	1,901	–	–	0.3%	32
2024 Q2	$400K	Buy	+1,901	New	+$400K	0.3%	32