SwitchPoint Financial Planning’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Buy	5,379 +131	+2%	+$26.9K	0.9%	28
2025 Q1	$1.17M	Buy	5,248 +641	+14%	+$142K	1.11%	24
2024 Q4	$1.15M	Buy	+4,607	New	+$1.15M	1.1%	23