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Lee-Kelleher Wealth Management’s Apple AAPL Stock Holding History

Lee-Kelleher 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 		$374K Buy
1,824
+539
+42% +$111K 0.25% 28
2025
Q1 		$285K Sell
1,285
-122
-9% -$27.1K 0.21% 31
2024
Q4 		$352K Buy
+1,407
New +$352K 0.25% 29