James Reed 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 | $960K | Sell |
4,680
-213
| -4% | -$43.7K | 0.87% | 8 |
|
|
2025
Q1 | $1.09M | Sell |
4,893
-155
| -3% | -$34.4K | 1.21% | 7 |
|
|
2024
Q4 | $1.26M | Buy |
+5,048
| New | +$1.26M | 1.32% | 7 |
|
|
2022
Q3 | $795K | Hold |
5,759
| – | – | 1.19% | 6 |
|
|
2022
Q2 | $787K | Buy |
5,759
+10
| +0.2% | +$1.37K | 1.09% | 6 |
|
|
2022
Q1 | $1M | Hold |
5,749
| – | – | 1.14% | 7 |
|
|
2021
Q4 | $1.02M | Buy |
+5,749
| New | +$1.02M | 0.97% | 9 |
|