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Shum Financial Group’s Apple AAPL Stock Holding History

Shum Financial Group’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
Q1 		$7.76M Buy
34,925
+119
+0.3% +$26.4K 6.71% 1
2024
Q4 		$8.72M Sell
34,806
-977
-3% -$245K 7.53% 1
2024
Q3 		$8M Buy
+35,783
New +$8M 6.67% 1