SWM
AAPL icon

SpringVest Wealth Management’s Apple AAPL Stock Holding History

SpringVest 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 		$985K Sell
4,801
-196
-4% -$40.2K 0.8% 21
2025
Q1 		$1.11M Sell
4,997
-1,124
-18% -$250K 0.92% 20
2024
Q4 		$1.53M Buy
+6,121
New +$1.53M 1.31% 16