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Quantum Financial Planning Services’s Apple AAPL Stock Holding History

Quantum Financial Planning Services’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Sell
6,863
-1,223
-15% -$251K 0.66% 11
2025
Q1 		$1.8M Buy
8,086
+1,375
+20% +$305K 0.98% 8
2024
Q4 		$1.68M Buy
+6,711
New +$1.68M 0.93% 8