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Potentia Wealth’s Apple AAPL Stock Holding History

Potentia Wealth’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12M Buy
58,333
+1,066
+2% +$219K 6.82% 3
2025
Q1 		$12.7M Sell
57,267
-65
-0.1% -$14.4K 5.96% 3
2024
Q4 		$14.4M Buy
+57,332
New +$14.4M 6.38% 3