PWM
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PTM Wealth Management’s Apple AAPL Stock Holding History

PTM Wealth Management’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 		$2.54M Buy
11,887
+2,272
+24% +$485K 1.68% 10
2025
Q1 		$1.66M Buy
+9,615
New +$1.66M 1.74% 9