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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17.9M Sell
87,440
-4,524
-5% -$928K 8.31% 3
2025
Q1 		$20.4M Sell
91,964
-814
-0.9% -$181K 9.97% 3
2024
Q4 		$23.2M Buy
+92,778
New +$23.2M 10.93% 3