LWM
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LeConte Wealth Management’s Apple AAPL Stock Holding History

LeConte 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 		$2.49M Buy
12,154
+2,691
+28% +$552K 1.69% 14
2025
Q1 		$2.1M Buy
+9,463
New +$2.1M 1.34% 13