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Stonehaven Wealth & Tax Solutions’s Apple AAPL Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$693K Buy
3,378
+11
+0.3% +$2.26K 0.68% 30
2025
Q1 		$748K Buy
3,367
+487
+17% +$108K 0.79% 28
2024
Q4 		$721K Buy
+2,880
New +$721K 0.79% 37