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Bannerman Wealth Management Group’s Apple AAPL Stock Holding History

Bannerman Wealth Management Group’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 		$373K Buy
1,816
+472
+35% +$96.8K 0.29% 28
2025
Q1 		$299K Buy
+1,344
New +$299K 0.24% 28