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Challenger Wealth Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.8M Buy
23,405
+1,034
+5% +$212K 3.33% 5
2025
Q1
$4.97M Sell
22,371
-127
-0.6% -$28.2K 3.94% 5
2024
Q4
$5.63M Buy
+22,498
New +$5.63M 4.85% 5