FWM
AAPL icon

FSR Wealth Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$632K Sell
3,082
-163
-5% -$33.4K 0.81% 20
2025
Q1
$721K Sell
3,245
-1,757
-35% -$390K 0.95% 20
2024
Q4
$1.25M Buy
+5,002
New +$1.25M 1.57% 18