StoneCrest Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$715K Sell
2025
Q1
$859K Sell
2024
Q4
$2.12M Sell
2024
Q3
$2.08M Sell
2024
Q2
$1.99M Sell
2024
Q1
$3.19M Sell
2023
Q4
$4.15M Buy