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BXM Wealth’s Apple AAPL Stock Holding History

BXM Wealth’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.3M Sell
20,951
-326
-2% -$66.9K 5.11% 1
2025
Q1 		$4.72M Buy
21,277
+1,531
+8% +$339K 5.67% 2
2024
Q4 		$4.94M Buy
+19,746
New +$4.94M 6.92% 1