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Pines Wealth Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.91M Buy
41,744
+2,616
+7% +$559K 3.15% 4
2025
Q1
$6.75M Sell
39,128
-792
-2% -$137K 3.12% 5
2024
Q4
$9.45M Buy
+39,920
New +$9.45M 4.11% 1