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Trace Wealth Advisors’s Apple AAPL Stock Holding History

Trace 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 		$3.61M Hold
17,580
– – 2.95% 10
2025
Q1 		$3.91M Sell
17,580
-1,272
-7% -$283K 3.48% 9
2024
Q4 		$4.72M Buy
+18,852
New +$4.72M 4.23% 8