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Level Wealth Management’s Apple AAPL Stock Holding History

Level 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 		$633K Sell
3,086
-115
-4% -$23.6K 0.37% 26
2025
Q1 		$711K Buy
3,201
+1
+0% +$222 0.47% 20
2024
Q4 		$801K Buy
+3,200
New +$801K 0.57% 17