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Discipline Wealth Solutions’s Apple AAPL Stock Holding History

Discipline Wealth Solutions’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.26M Buy
15,909
+6,534
+70% +$1.34M 1.25% 14
2025
Q1 		$2.08M Buy
9,375
+1
+0% +$222 0.99% 19
2024
Q4 		$2.35M Buy
9,374
+733
+8% +$184K 1.09% 18
2024
Q3 		$2.01M Buy
+8,641
New +$2.01M 1.06% 14