Wealthcare Capital Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Sell
15,559
-350
-2% -$71.8K 1.6% 12
2025
Q1
$3.53M Buy
15,909
+107
+0.7% +$23.8K 1.82% 9
2024
Q4
$3.96M Buy
+15,802
New +$3.96M 2.06% 7