MWM
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Momentous Wealth Management’s Apple AAPL Stock Holding History

Momentous Wealth Management’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 		$2.57M Sell
12,529
-366
-3% -$75.1K 1.66% 10
2025
Q1 		$2.86M Buy
12,895
+1,200
+10% +$267K 2.03% 9
2024
Q4 		$2.93M Buy
+11,695
New +$2.93M 2.43% 9