Parkwoods Wealth Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$527K Buy
2,567
+861
+50% +$177K 0.3% 27
2025
Q1
$379K Buy
1,706
+109
+7% +$24.2K 0.26% 28
2024
Q4
$400K Buy
1,597
+20
+1% +$5.01K 0.32% 16
2024
Q3
$367K Buy
+1,577
New +$367K 0.3% 15