Accredited Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
+8,270
New +$1.7M 1.38% 19
2025
Q1
Sell
-9,528
Closed -$2.39M 360
2024
Q4
$2.39M Buy
+9,528
New +$2.39M 2.09% 12