WealthTrak Capital Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$673K Sell
3,281
-9
-0.3% -$1.85K 0.56% 40
2025
Q1
$731K Sell
3,290
-734
-18% -$163K 0.63% 34
2024
Q4
$1.01M Buy
+4,024
New +$1.01M 0.85% 32