Private Wealth Management Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.33M Sell
2025
Q1
$8.03M Sell
2024
Q4
$10.3M Buy
2024
Q3
$4.1M Sell
2024
Q2
$3.78M Sell
2024
Q1
$3.3M Buy
2023
Q4
$3.6M Buy