Optivise Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
5,900
+125
| +2% | +$25.6K | 0.62% | 42 |
|
|
2025
Q1 | $1.28M | Sell |
5,775
-862
| -13% | -$191K | 0.72% | 32 |
|
|
2024
Q4 | $1.66M | Buy |
6,637
+1,248
| +23% | +$312K | 0.9% | 29 |
|
|
2024
Q3 | $1.26M | Buy |
5,389
+220
| +4% | +$51.3K | 0.66% | 38 |
|
|
2024
Q2 | $1.09M | Buy |
+5,169
| New | +$1.09M | 0.59% | 46 |
|