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Burling Wealth Partners’s Apple AAPL Stock Holding History

Burling Wealth Partners’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 		$23.9M Buy
116,636
+1,469
+1% +$301K 4.42% 3
2025
Q1 		$25.6M Sell
115,167
-3,593
-3% -$798K 5.39% 1
2024
Q4 		$29.7M Buy
+118,760
New +$29.7M 6.07% 1