ROI Financial Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.26M Sell
2025
Q1
$9.03M Buy
2024
Q4
$10.1M Sell
2024
Q3
$9.81M Sell
2024
Q2
$9.09M Sell
2024
Q1
$7.4M Sell
2023
Q4
$8.94M Buy