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Sagespring Wealth Partners’s Apple AAPL Stock Holding History

Sagespring Wealth Partners’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$41.3M Buy
201,102
+2,292
+1% +$470K 0.89% 24
2025
Q1 		$44.2M Buy
198,810
+35,729
+22% +$7.94M 1.11% 20
2024
Q4 		$40.8M Buy
+163,081
New +$40.8M 1.08% 22