Wernau Asset Management’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.5M Sell
95,228
-7,155
-7% -$1.47M 13.58% 1
2025
Q1
$22.7M Sell
102,383
-3,124
-3% -$694K 17.77% 1
2024
Q4
$26.4M Buy
+105,507
New +$26.4M 19.69% 1