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Wealthedge Investment Advisors’s Apple AAPL Stock Holding History

Wealthedge Investment Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.16M Sell
25,141
-4,053
-14% -$832K 2.15% 10
2025
Q1 		$6.49M Sell
29,194
-2,659
-8% -$591K 2.93% 5
2024
Q4 		$7.98M Buy
+31,853
New +$7.98M 3.6% 2