Heirloom Wealth Management's ownership history for AAPL

Heirloom Wealth Management currently holds 46.7K shares with a market value of $12.7M. It started holding AAPL on 2024-09-30. At its peak, it held 46.7K shares on 2025-12-31. Its highest holding value was $12.7M on 2025-12-31. At its lowest, it held 41.3K shares on 2024-09-30, with a value of $9.3M on 2025-06-30. In the recent 180 days, Heirloom Wealth Management has increased its shares by 1.2K. In the recent year, Heirloom Wealth Management has increased its shares by 2.8K.