Asset Planning Services (Pennsylvania)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.43M | Sell |
19,297
-18
| -0.1% | -$3.2K | 1.58% | 18 |
|
|
2021
Q3 | $2.73M | Buy |
19,315
+20
| +0.1% | +$2.83K | 1.31% | 18 |
|
|
2021
Q2 | $2.64M | Buy |
19,295
+23
| +0.1% | +$3.15K | 1.27% | 19 |
|
|
2021
Q1 | $2.35M | Sell |
19,272
-1,308
| -6% | -$160K | 1.08% | 21 |
|
|
2020
Q4 | $2.73M | Sell |
20,580
-2,336
| -10% | -$310K | 1.31% | 18 |
|
|
2020
Q3 | $2.65M | Buy |
22,916
+528
| +2% | +$61.2K | 1.15% | 18 |
|
|
2020
Q2 | $2.04M | Sell |
22,388
-3,620
| -14% | -$330K | 0.88% | 21 |
|
|
2020
Q1 | $1.65M | Buy |
26,008
+524
| +2% | +$33.3K | 0.82% | 24 |
|
|
2019
Q4 | $2.05M | Sell |
25,484
-656
| -3% | -$52.7K | 0.85% | 25 |
|
|
2019
Q3 | $1.46M | Buy |
26,140
+68
| +0.3% | +$3.81K | 0.63% | 30 |
|
|
2019
Q2 | $1.29M | Buy |
26,072
+472
| +2% | +$23.4K | 0.57% | 30 |
|
|
2019
Q1 | $1.22M | Buy |
25,600
+76
| +0.3% | +$3.61K | 0.56% | 29 |
|
|
2018
Q4 | $1.01M | Buy |
25,524
+468
| +2% | +$18.4K | 0.51% | 29 |
|
|
2018
Q3 | $1.32M | Buy |
25,056
+2,052
| +9% | +$108K | 0.62% | 27 |
|
|
2018
Q2 | $1.07M | Buy |
23,004
+2,860
| +14% | +$132K | 0.52% | 34 |
|
|
2018
Q1 | $845K | Sell |
20,144
-7,200
| -26% | -$302K | 0.43% | 37 |
|
|
2017
Q4 | $1.16M | Buy |
27,344
+72
| +0.3% | +$3.05K | 0.6% | 32 |
|
|
2017
Q3 | $1.05M | Buy |
27,272
+276
| +1% | +$10.6K | 0.58% | 31 |
|
|
2017
Q2 | $972K | Sell |
26,996
-3,136
| -10% | -$113K | 0.62% | 32 |
|
|
2017
Q1 | $1.08M | Sell |
30,132
-1,304
| -4% | -$46.8K | 0.73% | 28 |
|
|
2016
Q4 | $910K | Buy |
31,436
+96
| +0.3% | +$2.78K | 0.72% | 26 |
|
|
2016
Q3 | $886K | Sell |
31,340
-3,100
| -9% | -$87.6K | 0.74% | 26 |
|
|
2016
Q2 | $823K | Buy |
34,440
+1,512
| +5% | +$36.1K | 0.71% | 26 |
|
|
2016
Q1 | $897K | Buy |
32,928
+6,504
| +25% | +$177K | 0.81% | 24 |
|
|
2015
Q4 | $695K | Buy |
26,424
+84
| +0.3% | +$2.21K | 0.67% | 28 |
|
|
2015
Q3 | $726K | Buy |
26,340
+1,096
| +4% | +$30.2K | 0.73% | 25 |
|
|
2015
Q2 | $792K | Buy |
+25,244
| New | +$792K | 0.76% | 25 |
|