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Marshall & Sterling Wealth Advisors’s Apple AAPL Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.87M Buy
9,123
+285
+3% +$58.3K 1.26% 21
2025
Q1 		$1.96M Buy
8,838
+1,232
+16% +$274K 1.33% 18
2024
Q4 		$1.9M Buy
+7,606
New +$1.9M 1.32% 18