American Planning Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $5.48M | Buy |
23,538
+427
| +2% | +$99.5K | 4.34% | 6 |
|
2024
Q2 | $4.87M | Buy |
23,111
+12,064
| +109% | +$2.54M | 3.42% | 8 |
|
2024
Q1 | $1.89M | Buy |
11,047
+560
| +5% | +$96K | 1.37% | 11 |
|
2023
Q4 | $2.02M | Buy |
10,487
+626
| +6% | +$121K | 1.55% | 10 |
|
2023
Q3 | $1.69M | Buy |
9,861
+145
| +1% | +$24.8K | 1.12% | 9 |
|
2023
Q2 | $1.88M | Buy |
9,716
+281
| +3% | +$54.5K | 1.23% | 10 |
|
2023
Q1 | $1.56M | Buy |
9,435
+1,056
| +13% | +$174K | 1.05% | 9 |
|
2022
Q4 | $1.09M | Buy |
8,379
+8,370
| +93,000% | +$1.09M | 1.09% | 10 |
|
2022
Q3 | $1.26K | Sell |
9
-10,126
| -100% | -$1.42M | 1.57% | 9 |
|
2022
Q2 | $1.39M | Hold |
10,135
| – | – | 1.54% | 10 |
|
2022
Q1 | $1.77M | Buy |
10,135
+369
| +4% | +$64.4K | 1.89% | 9 |
|
2021
Q4 | $1.73M | Buy |
+9,766
| New | +$1.73M | 1.53% | 10 |
|