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Optimize Financial’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
8,857
-56
-0.6% -$11.5K 1.11% 28
2025
Q1
$1.98M Buy
+8,913
New +$1.98M 1.44% 2