TradeWell Securities’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$35.3M Sell
158,883
-711
-0.4% -$158K 19.44% 2
2024
Q4
$40M Buy
+159,594
New +$40M 20.7% 2