Retirement Planning Group (New York)’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.1M	Buy	10,242 +190	+2%	+$39K	1.85%	18
2025 Q1	$2.23M	Buy	10,052 +640	+7%	+$142K	2.27%	14
2024 Q4	$2.36M	Buy	+9,412	New	+$2.36M	2.59%	13