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Paul R. Ried Financial Group’s Apple AAPL Stock Holding History

Paul R. Ried Financial Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.89M Sell
38,444
-6,460
-14% -$1.33M 4.77% 8
2025
Q1 		$9.97M Buy
44,904
+169
+0.4% +$37.5K 6.95% 7
2024
Q4 		$11.2M Buy
+44,735
New +$11.2M 7.86% 7