APC
Asset Planning Corporation’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
6,058
+1
| +0% | +$205 | 0.66% | 22 |
|
|
2025
Q1 | $1.35M | Sell |
6,057
-292
| -5% | -$64.9K | 0.79% | 22 |
|
|
2024
Q4 | $1.59M | Buy |
6,349
+200
| +3% | +$50.1K | 1% | 19 |
|
|
2024
Q3 | $1.43M | Hold |
6,149
| – | – | 0.94% | 20 |
|
|
2024
Q2 | $1.3M | Sell |
6,149
-2,569
| -29% | -$541K | 0.97% | 20 |
|
|
2024
Q1 | $1.49M | Buy |
8,718
+2,583
| +42% | +$443K | 1.09% | 19 |
|
|
2023
Q4 | $1.18M | Buy |
6,135
+59
| +1% | +$11.4K | 0.91% | 20 |
|
|
2023
Q3 | $1.04M | Buy |
6,076
+247
| +4% | +$42.3K | 0.8% | 21 |
|
|
2023
Q2 | $1.13M | Buy |
5,829
+386
| +7% | +$74.9K | 0.86% | 20 |
|
|
2023
Q1 | $898K | Buy |
5,443
+4
| +0.1% | +$660 | 0.72% | 21 |
|
|
2022
Q4 | $707K | Buy |
5,439
+6
| +0.1% | +$780 | 0.59% | 23 |
|
|
2022
Q3 | $751K | Buy |
5,433
+6
| +0.1% | +$829 | 0.7% | 20 |
|
|
2022
Q2 | $742K | Buy |
5,427
+6
| +0.1% | +$820 | 0.64% | 22 |
|
|
2022
Q1 | $946K | Sell |
5,421
-34
| -0.6% | -$5.93K | 0.83% | 19 |
|
|
2021
Q4 | $969K | Buy |
5,455
+70
| +1% | +$12.4K | 0.83% | 17 |
|
|
2021
Q3 | $762K | Sell |
5,385
-8
| -0.1% | -$1.13K | 0.71% | 17 |
|
|
2021
Q2 | $739K | Buy |
5,393
+36
| +0.7% | +$4.93K | 0.72% | 18 |
|
|
2021
Q1 | $654K | Buy |
5,357
+37
| +0.7% | +$4.52K | 0.68% | 19 |
|
|
2020
Q4 | $706K | Buy |
+5,320
| New | +$706K | 0.7% | 18 |
|