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Westbourne Investments’s Apple AAPL Stock Holding History

Westbourne Investments’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.54M Sell
22,126
-7,195
-25% -$1.48M 2.42% 8
2025
Q1 		$6.51M Sell
29,321
-1,397
-5% -$310K 3.93% 6
2024
Q4 		$7.69M Buy
+30,718
New +$7.69M 4.53% 4