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Cura Wealth Advisors’s Apple AAPL Stock Holding History

Cura 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 		$2.97M Sell
14,479
-2,794
-16% -$573K 1.19% 15
2025
Q1 		$3.84M Buy
17,273
+2,700
+19% +$600K 1.55% 12
2024
Q4 		$3.65M Buy
+14,573
New +$3.65M 1.61% 11