New Wave Wealth Advisors’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
$3.01M Sell
2025
Q1
$4.79M Sell
2024
Q4
$5.52M Sell
2024
Q3
$5.4M Sell
2024
Q2
$4.91M Buy