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Blake Schutter Theil Wealth Advisors’s Apple AAPL Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.59M Buy
12,601
+2
+0% +$410 2.93% 5
2025
Q1 		$2.8M Sell
12,599
-312
-2% -$69.3K 3.18% 4
2024
Q4 		$3.23M Sell
12,911
-11,641
-47% -$2.92M 3.41% 4
2024
Q3 		$5.72M Buy
+24,552
New +$5.72M 4.11% 2