Rialto Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.18M Sell
15,509
-92
-0.6% -$18.9K 0.89% 26
2025
Q1
$3.47M Buy
15,601
+238
+2% +$52.9K 1.09% 22
2024
Q4
$3.85M Buy
+15,363
New +$3.85M 1.27% 20