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M Wealth Management LLC’s Apple AAPL Stock Holding History

M Wealth Management LLC’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 		$1.7M Hold
8,296
– – 1.57% 14
2025
Q1 		$1.84M Hold
8,296
– – 1.72% 13
2024
Q4 		$2.08M Buy
+8,296
New +$2.08M 1.9% 11