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Petros Family Wealth’s Apple AAPL Stock Holding History

Petros Family Wealth’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.59M Sell
22,388
-219
-1% -$44.9K 4.2% 3
2025
Q1 		$5.02M Buy
22,607
+24
+0.1% +$5.33K 5.55% 2
2024
Q4 		$5.66M Buy
+22,583
New +$5.66M 6.1% 2