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Shepherd Wealth Management’s Apple AAPL Stock Holding History

Shepherd Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.67M Sell
11,680
-17,865
-60% -$4.09M 1.82% 14
2025
Q1 		$6.56M Buy
29,545
+18,331
+163% +$4.07M 6.75% 6
2024
Q4 		$2.81M Buy
+11,214
New +$2.81M 2.76% 10