APSI
Asset Planning Services Inc’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
1,410
+1
| +0.1% | +$205 | 0.13% | 33 |
|
|
2025
Q1 | $313K | Buy |
1,409
+1
| +0.1% | +$222 | 0.16% | 33 |
|
|
2024
Q4 | $353K | Hold |
1,408
| – | – | 0.17% | 34 |
|
|
2024
Q3 | $328K | Buy |
1,408
+1
| +0.1% | +$233 | 0.16% | 33 |
|
|
2024
Q2 | $297K | Hold |
1,407
| – | – | 0.16% | 34 |
|
|
2024
Q1 | $241K | Buy |
1,407
+1
| +0.1% | +$171 | 0.13% | 34 |
|
|
2023
Q4 | $271K | Hold |
1,406
| – | – | 0.16% | 35 |
|
|
2023
Q3 | $241K | Buy |
1,406
+1
| +0.1% | +$171 | 0.16% | 34 |
|
|
2023
Q2 | $273K | Hold |
1,405
| – | – | 0.17% | 35 |
|
|
2023
Q1 | $232K | Buy |
+1,405
| New | +$232K | 0.15% | 36 |
|
|
2022
Q2 | – | Sell |
-1,401
| Closed | -$245K | – | 36 |
|
|
2022
Q1 | $245K | Hold |
1,401
| – | – | 0.14% | 38 |
|
|
2021
Q4 | $249K | Buy |
+1,401
| New | +$249K | 0.13% | 41 |
|
|
2021
Q1 | – | Sell |
-1,864
| Closed | -$247K | – | 42 |
|
|
2020
Q4 | $247K | Buy |
1,864
+1
| +0.1% | +$133 | 0.16% | 39 |
|
|
2020
Q3 | $216K | Buy |
+1,863
| New | +$216K | 0.15% | 37 |
|