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Unique Wealth Strategies’s Apple AAPL Stock Holding History

Unique Wealth Strategies’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.02M Hold
5,928
– – 0.48% 53
2024
Q1 		$1.02M Sell
5,928
-3,409
-37% -$585K 0.5% 53
2023
Q4 		$1.8M Buy
+9,337
New +$1.8M 1.2% 20