Opulen Financial Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$812K Buy
3,956
+639
+19% +$131K 0.67% 34
2025
Q1
$737K Buy
3,317
+1
+0% +$222 0.67% 32
2024
Q4
$830K Buy
+3,316
New +$830K 0.75% 29