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Atlantic Family Wealth’s Apple AAPL Stock Holding History

Atlantic Family Wealth’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$981K Sell
4,780
-2,996
-39% -$615K 0.85% 11
2025
Q1 		$1.73M Buy
7,776
+19
+0.2% +$4.22K 1.59% 8
2024
Q4 		$1.94M Buy
+7,757
New +$1.94M 2.3% 7