Bernardo Wealth Planning LLC's ownership history for AAPL

Bernardo Wealth Planning LLC currently holds 39.3K shares with a market value of $10.0M. It started holding AAPL on 2024-09-30. At its peak, it held 40.9K shares on 2025-03-31. Its highest holding value was $10.0M on 2025-09-30. At its lowest, it held 39.0K shares on 2025-06-30, with a value of $8.0K on 2025-06-30. In the recent 180 days, Bernardo Wealth Planning LLC has decreased its shares by 1.6K. In the recent year, Bernardo Wealth Planning LLC has decreased its shares by 1.5K.