DWM
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DKM Wealth Management’s Apple AAPL Stock Holding History

DKM 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 		$4.37M Sell
21,300
-93
-0.4% -$19.1K 3.77% 9
2025
Q1 		$4.75M Buy
21,393
+47
+0.2% +$10.4K 4.61% 8
2024
Q4 		$5.35M Buy
+21,346
New +$5.35M 5.07% 7