Axim Planning & Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$250K | – | 46 |
|
|
2024
Q4 | $250K | Sell |
1,000
-87
| -8% | -$21.8K | 0.27% | 30 |
|
|
2024
Q3 | $253K | Buy |
1,087
+121
| +13% | +$28.2K | 0.29% | 23 |
|
|
2024
Q2 | $203K | Sell |
966
-296
| -23% | -$62.3K | 0.24% | 24 |
|
|
2024
Q1 | $216K | Buy |
1,262
+56
| +5% | +$9.6K | 0.18% | 18 |
|
|
2023
Q4 | $232K | Buy |
+1,206
| New | +$232K | 0.21% | 24 |
|
|
2022
Q4 | – | Sell |
-613
| Closed | -$85K | – | 27 |
|
|
2022
Q3 | $85K | Buy |
613
+200
| +48% | +$27.7K | 0.08% | 32 |
|
|
2022
Q2 | $56K | Buy |
+413
| New | +$56K | 0.04% | 41 |
|