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AGH Wealth Advisors’s Apple AAPL Stock Holding History

AGH Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.81M Sell
23,468
-932
-4% -$191K 3.97% 8
2025
Q1 		$5.42M Sell
24,400
-298
-1% -$66.2K 5.23% 4
2024
Q4 		$6.18M Buy
+24,698
New +$6.18M 5.73% 3