Symphony Financial Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.11M Sell
29,794
-2,056
-6% -$422K 3.65% 9
2025
Q1
$7.07M Buy
31,850
+397
+1% +$88.2K 4.62% 7
2024
Q4
$7.89M Sell
31,453
-1,612
-5% -$404K 6.34% 4
2024
Q3
$7.43M Buy
33,065
+1,156
+4% +$260K 6.32% 5
2024
Q2
$7.54M Buy
+31,909
New +$7.54M 6.48% 4