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MPWM Advisory Solutions’s Apple AAPL Stock Holding History

MPWM Advisory Solutions’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.94M Sell
9,462
-1,138
-11% -$233K 1.23% 19
2025
Q1 		$2.35M Sell
10,600
-310
-3% -$68.9K 1.71% 14
2024
Q4 		$2.73M Buy
+10,910
New +$2.73M 2% 13