RWM
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Riverbend Wealth Management’s Apple AAPL Stock Holding History

Riverbend 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 		$4.7M Buy
22,910
+1,178
+5% +$242K 3.56% 4
2025
Q1 		$4.83M Sell
21,732
-586
-3% -$130K 4.32% 3
2024
Q4 		$5.59M Buy
+22,318
New +$5.59M 4.98% 3