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Grand Wealth Management’s Apple AAPL Stock Holding History

Grand Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,401
Closed -$270K – 72
2023
Q4 		$270K Buy
1,401
+155
+12% +$29.9K 0.15% 37
2023
Q3 		$213K Buy
+1,246
New +$213K 0.13% 38