WWA
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Wingate Wealth Advisors’s Apple AAPL Stock Holding History

Wingate Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Sell
6,004
-524
-8% -$108K 1.1% 35
2025
Q1 		$1.45M Sell
6,528
-1,645
-20% -$365K 1.67% 21
2024
Q4 		$2.05M Buy
+8,173
New +$2.05M 2.01% 11