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Whipplewood Advisors’s Apple AAPL Stock Holding History

Whipplewood Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.37M Sell
16,431
-2,550
-13% -$523K 1.85% 10
2025
Q1 		$3.9M Buy
18,981
+1,036
+6% +$213K 2.3% 3
2024
Q4 		$4.49M Buy
+17,945
New +$4.49M 2.55% 3