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Principia Wealth Advisory’s Apple AAPL Stock Holding History

Principia Wealth Advisory’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 		$585K Buy
2,852
+284
+11% +$58.3K 0.5% 28
2025
Q1 		$511K Sell
2,568
-21
-0.8% -$4.18K 0.49% 23
2024
Q4 		$648K Buy
+2,589
New +$648K 0.61% 22