LeClair Wealth Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.67M Sell
47,148
-109
-0.2% -$22.4K 6.57% 2
2025
Q1
$10.5M Sell
47,257
-385
-0.8% -$85.5K 7.56% 2
2024
Q4
$11.9M Buy
+47,642
New +$11.9M 7.95% 3