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Apex Wealth Management’s Apple AAPL Stock Holding History

Apex Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.57M Buy
12,511
+382
+3% +$78.4K 2.06% 17
2025
Q1 		$2.69M Buy
12,129
+261
+2% +$58K 2.42% 15
2024
Q4 		$2.97M Buy
+11,868
New +$2.97M 2.56% 14