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Puff Wealth Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.21M Sell
20,496
-309
-1% -$63.4K 3.06% 1
2025
Q1
$4.62M Sell
20,805
-103
-0.5% -$22.9K 4.33% 1
2024
Q4
$5.24M Buy
+20,908
New +$5.24M 9.13% 1