NBWM
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North Berkeley Wealth Management’s Apple AAPL Stock Holding History

North Berkeley 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 		$6.22M Buy
30,319
+1,008
+3% +$207K 5.71% 6
2025
Q1 		$6.51M Sell
29,311
-830
-3% -$184K 6.78% 6
2024
Q4 		$7.55M Buy
+30,141
New +$7.55M 7.66% 6