RBWA
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RFG - Bristol Wealth Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.56M Sell
27,076
-1,616
-6% -$332K 1.72% 13
2025
Q1
$6.37M Sell
28,692
-23
-0.1% -$5.11K 2.14% 11
2024
Q4
$7.19M Buy
+28,715
New +$7.19M 2.36% 12