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Base Wealth Management LLC’s Apple AAPL Stock Holding History

Base Wealth Management LLC’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 		$1.79M Buy
8,732
+388
+5% +$79.6K 1.15% 22
2025
Q1 		$1.85M Buy
+8,344
New +$1.85M 1.41% 18