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Centricity Wealth Management’s Apple AAPL Stock Holding History

Centricity Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.05M Sell
5,096
-141
-3% -$28.9K 0.84% 24
2025
Q1 		$1.16M Sell
5,237
-185
-3% -$41.1K 1.06% 20
2024
Q4 		$1.36M Buy
+5,422
New +$1.36M 1.27% 19