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LWM Advisors’s Apple AAPL Stock Holding History

LWM Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Sell
5,195
-8
-0.2% -$1.64K 1.03% 12
2025
Q1 		$1.03M Sell
5,203
-37
-0.7% -$7.35K 1.06% 12
2024
Q4 		$1.31M Buy
+5,240
New +$1.31M 1.32% 12