Philip James Wealth Mangement’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.36M Hold
2025
Q1
$4.72M Sell
2024
Q4
$5.43M Buy
2024
Q3
$4.9M Buy
2024
Q2
$1.49M Sell
2024
Q1
$1.26M Sell
2023
Q4
$1.48M Buy