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Total Wealth Planning & Management’s Apple AAPL Stock Holding History

Total Wealth Planning & Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.02M Buy
14,718
+1,014
+7% +$208K 2.45% 2
2025
Q1 		$3.04M Sell
13,704
-428
-3% -$95.1K 2.89% 2
2024
Q4 		$3.54M Buy
+14,132
New +$3.54M 3.21% 2