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Global Wealth Management’s Apple AAPL Stock Holding History

Global 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 		$554K Buy
2,657
+403
+18% +$84.1K 0.3% 22
2025
Q1 		$501K Buy
2,254
+3
+0.1% +$666 0.29% 22
2024
Q4 		$564K Buy
2,251
+2
+0.1% +$501 0.36% 22
2024
Q3 		$524K Buy
+2,249
New +$524K 0.35% 19