Vestia Personal Wealth Advisors’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.9M	Buy	9,284 +54	+0.6%	+$11.1K	1.3%	15
2025 Q1	$2.05M	Buy	9,230 +258	+3%	+$57.3K	1.62%	14
2024 Q4	$2.25M	Buy	8,972 +381	+4%	+$95.4K	1.85%	12
2024 Q3	$2M	Buy	8,591 +347	+4%	+$80.8K	1.89%	12
2024 Q2	$1.74M	Buy	+8,244	New	+$1.74M	1.85%	12