Coordinated Financial Services’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$554K	Sell	2,700 -6,484	-71%	-$1.33M	0.38%	75
2025 Q1	$2.04M	Sell	9,184 -659	-7%	-$146K	1.56%	11
2024 Q4	$2.46M	Buy	+9,843	New	+$2.46M	1.92%	7
2024 Q2	$2.02M	Sell	9,572 -292	-3%	-$61.5K	1.73%	9
2024 Q1	$1.69M	Buy	+9,864	New	+$1.69M	1.48%	13