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Keyvantage Wealth’s Apple AAPL Stock Holding History

Keyvantage Wealth’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.7M Sell
18,030
-446
-2% -$91.5K 1.66% 20
2025
Q1 		$4.1M Sell
18,476
-3,079
-14% -$684K 2% 16
2024
Q4 		$5.4M Buy
+21,555
New +$5.4M 3.86% 8