Genesis 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	$1.12M	Buy	5,458 +119	+2%	+$24.4K	0.53%	34
2025 Q1	$1.19M	Sell	5,339 -102	-2%	-$22.7K	0.63%	32
2024 Q4	$1.36M	Buy	+5,441	New	+$1.36M	0.75%	33