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Portland Financial Advisors’s Apple AAPL Stock Holding History

Portland Financial Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$307K Sell
1,494
-128
-8% -$26.3K 0.74% 51
2025
Q1 		$360K Hold
1,622
– – 0.92% 40
2024
Q4 		$406K Buy
+1,622
New +$406K 1.09% 35