Luminvest Wealth Management’s Apple AAPL Stock Holding History

Luminvest Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$498K	Sell
2025 Q1	$663K	Hold
2024 Q4	$748K	Sell
2024 Q3	$850K	Sell
2024 Q2	$798K	Buy
2024 Q1	$242K	Hold
2023 Q4	$252K	Buy