Zynergy Retirement 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	Hold	5,346	–	–	0.74%	10
2025 Q1	$1.34M	Buy	5,346 +612	+13%	+$153K	0.95%	10
2024 Q4	$1.1M	Hold	4,734	–	–	0.78%	10
2024 Q3	$1.1M	Sell	4,734 -100	-2%	-$23.3K	0.78%	10
2024 Q2	$1.02M	Buy	+4,834	New	+$1.02M	0.78%	10