Momentum Wealth Planning, LLC's ownership history for AAPL

Momentum Wealth Planning, LLC currently holds 3.1K shares with a market value of $776.9K. It started holding AAPL on 2025-06-30. At its peak, it held 16.4K shares on 2025-12-31. Its highest holding value was $4.5M on 2025-12-31. At its lowest, it held 2.7K shares on 2025-09-30, with a value of $634.0K on 2025-06-30. In the recent 180 days, Momentum Wealth Planning, LLC has increased its shares by 342.