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Meriwether Wealth & Planning’s Apple AAPL Stock Holding History

Meriwether Wealth & Planning’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.47M Buy
7,164
+580
+9% +$119K 0.92% 19
2025
Q1 		$1.46M Sell
6,584
-166
-2% -$36.9K 0.95% 17
2024
Q4 		$1.69M Buy
+6,750
New +$1.69M 1.2% 16