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David Wealth Management’s Apple AAPL Stock Holding History

David 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 		$1.7M Buy
8,275
+1,822
+28% +$374K 1.26% 11
2025
Q1 		$1.43M Sell
6,453
-9
-0.1% -$2K 1.2% 11
2024
Q4 		$1.62M Buy
+6,462
New +$1.62M 1.34% 11