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Strategies Wealth Advisors’s Apple AAPL Stock Holding History

Strategies Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.03M Sell
29,395
-1,807
-6% -$371K 0.66% 20
2025
Q1 		$6.93M Buy
31,202
+26,219
+526% +$5.82M 0.85% 16
2024
Q4 		$1.18M Buy
+4,983
New +$1.18M 0.15% 47