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OFC Financial Planning’s Apple AAPL Stock Holding History

OFC Financial Planning’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17M Sell
82,745
-54
-0.1% -$11.1K 18.02% 1
2025
Q1 		$18.4M Sell
82,799
-374
-0.4% -$83.1K 20.81% 1
2024
Q4 		$20.8M Buy
+83,173
New +$20.8M 21.97% 1