Northeast Planning Associates NH’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Buy
2,789
+131
+5% +$26.9K 0.53% 26
2025
Q1
$590K Sell
2,658
-30
-1% -$6.66K 0.49% 25
2024
Q4
$673K Buy
+2,688
New +$673K 0.7% 20