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Tepp RIA’s Apple AAPL Stock Holding History

Tepp RIA’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.13M Sell
5,487
-382
-7% -$78.4K 1.45% 9
2025
Q1 		$1.3M Sell
5,869
-469
-7% -$104K 1.77% 9
2024
Q4 		$1.59M Buy
+6,338
New +$1.59M 2.35% 7