Davies Financial Advisors’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
$7.61M Sell
2025
Q2
$6.41M Sell
2025
Q1
$7.43M Buy
2024
Q4
$8.32M Sell
2024
Q3
$7.91M Sell
2024
Q2
$7.19M Sell
2024
Q1
$6.11M Buy