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Three Cord True Wealth Management’s Apple AAPL Stock Holding History

Three Cord True Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$550K Sell
2,682
-47
-2% -$9.65K 0.41% 18
2025
Q1 		$606K Buy
2,729
+85
+3% +$18.9K 0.52% 15
2024
Q4 		$662K Buy
+2,644
New +$662K 0.57% 15