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GWN Securities’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.1M Sell
49,111
-122,301
-71% -$25.1M 1.87% 6
2025
Q1
$36.7M Buy
171,412
+45,233
+36% +$9.68M 2.07% 5
2024
Q4
$28.3M Buy
+126,179
New +$28.3M 7.56% 1