Novak & Powell Financial Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.02M Sell
2025
Q1
$8.71M Sell
2024
Q4
$9.91M Buy
2024
Q3
$9.21M Sell
2024
Q2
$8.68M Buy
2024
Q1
$6.86M Sell
2023
Q4
$7.96M Buy