One Wealth Capital Management’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Sell	5,351 -2,275	-30%	-$467K	0.52%	35
2025 Q1	$1.69M	Sell	7,626 -2,165	-22%	-$481K	0.91%	23
2024 Q4	$2.45M	Buy	+9,791	New	+$2.45M	1.24%	17