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SK Wealth Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.96M Buy
14,034
+1,419
+11% +$300K 1.28% 16
2025
Q1
$2.44M Sell
12,615
-312
-2% -$60.3K 1.31% 16
2024
Q4
$3.24M Hold
12,927
1.65% 11
2024
Q3
$3.3M Buy
+12,927
New +$3.3M 1.69% 11