PWM
AAPL icon

Palacios Wealth Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.88M Buy
28,646
+16,056
+128% +$3.29M 4.83% 3
2025
Q1
$2.8M Sell
12,590
-434
-3% -$96.4K 2.08% 8
2024
Q4
$3.09M Buy
+13,024
New +$3.09M 3.34% 6