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Babb Wealth Advisors’s Apple AAPL Stock Holding History

Babb Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$207K Sell
1,009
-1,067
-51% -$219K 0.15% 17
2025
Q1 		$461K Buy
2,076
+331
+19% +$73.5K 0.37% 15
2024
Q4 		$437K Buy
+1,745
New +$437K 0.35% 15