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Vista Cima Wealth Management’s Apple AAPL Stock Holding History

Vista Cima Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.86M Buy
23,709
+911
+4% +$187K 4.55% 6
2025
Q1 		$5.06M Buy
22,798
+137
+0.6% +$30.4K 5.45% 3
2024
Q4 		$5.67M Buy
+22,661
New +$5.67M 5.9% 4