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Proactive Wealth Strategies’s Apple AAPL Stock Holding History

Proactive Wealth Strategies’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.23M Sell
20,616
-110
-0.5% -$22.6K 2% 8
2025
Q1 		$4.6M Sell
20,726
-198
-0.9% -$44K 2.46% 6
2024
Q4 		$5.24M Buy
20,924
+262
+1% +$65.6K 2.73% 5
2024
Q3 		$4.81M Buy
+20,662
New +$4.81M 2.67% 5