James Reed 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
$1.13M Sell
2025
Q2
$960K Sell
2025
Q1
$1.09M Sell
2024
Q4
$1.26M Buy
2022
Q3
$795K Hold
2022
Q2
$787K Buy
2022
Q1
$1M Hold
2021
Q4
$1.02M Buy