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Navigoe Wealth Management’s Apple AAPL Stock Holding History

Navigoe Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.47M Buy
16,918
+6,869
+68% +$1.41M 2.62% 15
2025
Q1 		$2.23M Buy
10,049
+90
+0.9% +$20K 1.93% 16
2024
Q4 		$2.49M Buy
+9,959
New +$2.49M 2.43% 12