Walden Wealth Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$7.75M Buy
36,789
+4
+0% +$842 4.33% 8
2024
Q1
$6.21M Buy
36,785
+87
+0.2% +$14.7K 3.6% 8
2023
Q4
$7.07M Buy
+36,698
New +$7.07M 4.45% 7