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Ball & Co Wealth Management’s Apple AAPL Stock Holding History

Ball & Co Wealth Management’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 		$606K Buy
2,956
+4
+0.1% +$820 0.65% 11
2025
Q1 		$655K Sell
2,952
-830
-22% -$184K 0.7% 12
2024
Q4 		$947K Buy
+3,782
New +$947K 0.75% 10