JDH 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	$1.87M	Sell	9,116 -1,769	-16%	-$363K	1.43%	17
2025 Q1	$2.42M	Buy	10,885 +407	+4%	+$90.4K	2.07%	15
2024 Q4	$2.62M	Buy	+10,478	New	+$2.62M	2.3%	13