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U.S. Wealth Group’s Apple AAPL Stock Holding History

U.S. Wealth Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.23M Sell
25,507
-1,410
-5% -$289K 4.08% 8
2025
Q1 		$5.98M Sell
26,917
-1,428
-5% -$317K 4.74% 5
2024
Q4 		$7.1M Buy
+28,345
New +$7.1M 5.37% 5