Partners Wealth 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
$5.75M Hold
25,757
6.54% 1
2025
Q1
$5.72M Buy
25,757
+23
+0.1% +$5.11K 6.49% 1
2024
Q4
$6.44M Buy
+25,734
New +$6.44M 7.33% 1