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Joel Adams & Associates’s Apple AAPL Stock Holding History

Joel Adams & Associates’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.1M Hold
5,349
– – 0.97% 19
2025
Q1 		$1.19M Sell
5,349
-214
-4% -$47.5K 1.07% 19
2024
Q4 		$1.39M Buy
+5,563
New +$1.39M 1.27% 16