Poinciana Advisors 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
$973K Sell
4,742
-2,554
-35% -$524K 0.88% 24
2025
Q1
$1.62M Sell
7,296
-2,826
-28% -$628K 1.68% 15
2024
Q4
$2.53M Buy
+10,122
New +$2.53M 2.57% 10