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Lionshead Wealth Management’s Apple AAPL Stock Holding History

Lionshead Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.97M Sell
24,202
-1,186
-5% -$243K 4.58% 2
2025
Q1 		$5.64M Sell
25,388
-16,001
-39% -$3.55M 5.86% 1
2024
Q4 		$10.4M Buy
+41,389
New +$10.4M 7.49% 1