SWA
AAPL icon

Serenus Wealth Advisors’s Apple AAPL Stock Holding History

Serenus Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.35M Sell
16,324
-1,202
-7% -$247K 0.57% 15
2025
Q1 		$3.89M Sell
17,526
-1
-0% -$222 0.65% 12
2024
Q4 		$4.39M Buy
+17,527
New +$4.39M 0.76% 12