Jacksonville Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.75M Sell
18,265
-51
-0.3% -$10.5K 3.01% 8
2025
Q1
$4.07M Sell
18,316
-32
-0.2% -$7.11K 4% 6
2024
Q4
$4.59M Buy
+18,348
New +$4.59M 4.29% 6