SFP
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Sherwood Financial Partners’s Apple AAPL Stock Holding History

Sherwood Financial Partners’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-918
Closed -$204K – 9
2025
Q1 		$204K Sell
918
-81
-8% -$18K 0.2% 8
2024
Q4 		$250K Buy
+999
New +$250K 0.25% 7