Holistic Financial Partners's ownership history for AAPL

Holistic Financial Partners currently holds 17.5K shares with a market value of $4.8M. It started holding AAPL on 2024-09-30. At its peak, it held 17.5K shares on 2025-12-31. Its highest holding value was $4.8M on 2025-12-31. At its lowest, it held 12.2K shares on 2024-09-30, with a value of $2.8M on 2024-09-30. In the recent 180 days, Holistic Financial Partners has increased its shares by 2.4K. In the recent year, Holistic Financial Partners has increased its shares by 3.0K.