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Oregon Pacific Wealth Management’s Apple AAPL Stock Holding History

Oregon Pacific Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$991K Hold
4,831
– – 0.94% 25
2025
Q1 		$1.07M Sell
4,831
-79
-2% -$17.5K 1.07% 22
2024
Q4 		$1.23M Buy
+4,910
New +$1.23M 1.21% 18