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Barnes Wealth Management Group’s Apple AAPL Stock Holding History

Barnes 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 		$3.84M Buy
18,703
+216
+1% +$44.3K 2.27% 9
2025
Q1 		$4.11M Sell
18,487
-4
-0% -$889 2.64% 6
2024
Q4 		$4.63M Buy
+18,491
New +$4.63M 3.11% 5