Flywheel Private Wealth’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Sell
9,073
-162
-2% -$33.2K 1.49% 18
2025
Q1
$2.05M Sell
9,235
-300
-3% -$66.6K 1.87% 15
2024
Q4
$2.39M Buy
+9,535
New +$2.39M 2.2% 14