Ridgeline Wealth Planning’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$443K Buy
2,160
+331
+18% +$67.9K 0.36% 26
2025
Q1
$406K Buy
1,829
+822
+82% +$183K 0.4% 24
2024
Q4
$252K Buy
+1,007
New +$252K 0.24% 33