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Crux Wealth Advisors’s Apple AAPL Stock Holding History

Crux Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.61M Sell
12,742
-3,856
-23% -$791K 1.11% 25
2025
Q1 		$3.69M Sell
16,598
-1,119
-6% -$249K 1.92% 8
2024
Q4 		$4.44M Buy
+17,717
New +$4.44M 2.47% 5