Valued Wealth Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$689K Sell
2025
Q1
$803K Sell
2024
Q4
$1.07M Buy
2024
Q3
$916K Buy
2024
Q2
$738K Sell
2024
Q1
$623K Buy
2023
Q4
$608K Buy