Northstar Financial Companies’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.69M Sell
22,845
-795
-3% -$163K 4.87% 4
2025
Q1
$5.25M Sell
23,640
-16,161
-41% -$3.59M 5.7% 3
2024
Q4
$9.97M Buy
+39,801
New +$9.97M 9.43% 2