Bernard Wealth Management’s Apple AAPL Stock Holding History

Bernard Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$22M	Sell
2025 Q2	$17.9M	Sell
2025 Q1	$20.4M	Sell
2024 Q4	$23.2M	Buy