Strategent Financial’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$409K Hold
1,995
0.32% 25
2025
Q1
$443K Buy
1,995
+233
+13% +$51.8K 0.4% 23
2024
Q4
$441K Buy
+1,762
New +$441K 0.44% 20