Innovative Wealth Building’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$922K Sell
4,494
-17
-0.4% -$3.49K 0.76% 25
2025
Q1
$1M Buy
4,511
+61
+1% +$13.6K 0.92% 21
2024
Q4
$1.11M Buy
+4,450
New +$1.11M 1.01% 20