CWM
AAPL icon

Copia Wealth Management’s Apple AAPL Stock Holding History

Copia 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 		$1.13M Buy
5,516
+133
+2% +$27.3K 0.95% 29
2025
Q1 		$1.2M Sell
5,383
-38
-0.7% -$8.44K 1.11% 22
2024
Q4 		$1.36M Buy
+5,421
New +$1.36M 1.29% 21