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Brady Martz Wealth Solutions’s Apple AAPL Stock Holding History

Brady Martz Wealth Solutions’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.05M Sell
14,868
-283
-2% -$58.1K 0.59% 39
2025
Q1 		$3.37M Sell
15,151
-74
-0.5% -$16.4K 0.76% 34
2024
Q4 		$3.55M Buy
+15,225
New +$3.55M 0.86% 29