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SoundView Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
6,547
-625
-9% -$128K 0.49% 23
2025
Q1
$1.59M Hold
7,172
0.66% 19
2024
Q4
$1.8M Buy
+7,172
New +$1.8M 0.74% 19