LWM
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Latko Wealth Management’s Apple AAPL Stock Holding History

Latko Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.15M Buy
15,329
+3,094
+25% +$635K 1.77% 13
2025
Q1 		$2.72M Sell
12,235
-1,339
-10% -$297K 1.76% 11
2024
Q4 		$3.4M Buy
13,574
+37
+0.3% +$9.27K 2.02% 11
2024
Q3 		$3.15M Buy
+13,537
New +$3.15M 1.91% 12