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Balance Wealth’s Apple AAPL Stock Holding History

Balance Wealth’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.24M Buy
6,026
+42
+0.7% +$8.62K 0.72% 39
2025
Q1 		$1.33M Buy
+5,984
New +$1.33M 0.86% 34