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Asset Planning Inc’s Apple AAPL Stock Holding History

Asset Planning Inc’s Portfolio AAPL Stock Details AAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.43M Sell
31,361
-809
-3% -$166K 4.85% 5
2025
Q1 		$7.15M Sell
32,170
-157
-0.5% -$34.9K 5.61% 4
2024
Q4 		$8.1M Buy
+32,327
New +$8.1M 6.16% 4