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Rolek Wealth Management’s Apple AAPL Stock Holding History

Rolek 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 		$595K Buy
2,898
+80
+3% +$16.4K 0.51% 11
2025
Q1 		$570K Buy
2,818
+138
+5% +$27.9K 0.59% 9
2024
Q4 		$671K Buy
+2,680
New +$671K 0.53% 6