Stillwater Wealth Management Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$5.61M Sell
25,261
-1,975
-7% -$439K 4.86% 1
2024
Q4
$6.82M Buy
+27,236
New +$6.82M 6.12% 1