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Carota Wealth Management → AAPL

Carota Wealth Management AAPL Position History

Apple Inc. • Technology

Quarters held
2
Latest value
$3.5M
Q3 2026
Peak value
$3.5M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$689K
Q3 2026$3.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.5M10.5K——
Q2 2026$689K8.3K——

Other funds holding AAPL

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