Sterling Investment Advisors (Missouri)’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
8,244
+7,315
+787% +$209K 0.12% 35
2025
Q1
$206K Buy
929
+1
+0.1% +$222 0.12% 35
2024
Q4
$232K Hold
928
0.14% 32
2024
Q3
$216K Buy
+928
New +$216K 0.12% 32