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Yardley Wealth Management’s Apple AAPL Stock Holding History

Yardley Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$349K Hold
1,701
– – 0.19% 34
2025
Q1 		$378K Sell
1,701
-1,016
-37% -$226K 0.22% 30
2024
Q4 		$663K Buy
2,717
+1,016
+60% +$248K 0.32% 34
2024
Q3 		$396K Buy
+1,701
New +$396K 0.23% 31