MWM

Mittelman Wealth Management’s Apple AAPL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$300K	Buy	+1,463	New	+$300K	0.25%	32
2024 Q3	–	Sell	-12,481	Closed	-$2.63M	–	29
2024 Q2	$2.63M	Hold	12,481	–	–	1.7%	12
2024 Q1	$2.14M	Buy	+12,481	New	+$2.14M	1.45%	17