Coordinated Financial Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$697K Buy
2025
Q2
$554K Sell
2025
Q1
$2.04M Sell
2024
Q4
$2.46M Buy
2024
Q2
$2.02M Sell
2024
Q1
$1.69M Buy