Allen Wealth Management’s Apple AAPL Stock Holding History

Allen Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.64M	Sell
2025 Q2	$2.23M	Sell
2025 Q1	$2.46M	Buy
2024 Q4	$2.75M	Buy
2024 Q3	$2.53M	Buy
2024 Q2	$2.18M	Buy
2024 Q1	$1.77M	Sell
2023 Q4	$2.16M	Buy