WWS
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Wellington Wealth Strategies’s Apple AAPL Stock Holding History

Wellington Wealth Strategies’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-35,891
Closed -$8.11M – 67
2024
Q3 		$8.11M Buy
+35,891
New +$8.11M 6.15% 2
2024
Q2 		– Sell
-29,128
Closed -$4.99M – 49
2024
Q1 		$4.99M Buy
+29,128
New +$4.99M 2.32% 9