Modern Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$80.7M Buy
2025
Q1
$77.6M Buy
2024
Q4
$78.2M Buy
2024
Q3
$24.2M Buy
2024
Q2
$21.5M Buy
2024
Q1
$14.4M Buy
2023
Q4
$10.2M Buy