Core Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$536K Sell
2025
Q1
$657K Hold
2024
Q4
$741K Sell
2024
Q3
$625K Hold
2024
Q2
$625K Buy
2024
Q1
$500K Buy
2023
Q4
$322K Hold
2023
Q3
$286K Buy
2023
Q2
$317K Buy
2023
Q1
$265K Buy