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Summit Financial Consulting’s Apple AAPL Stock Holding History

Summit Financial Consulting’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$690K Sell
3,363
-465
-12% -$95.4K 0.62% 18
2025
Q1 		$850K Buy
+3,828
New +$850K 0.79% 18