Briaud Financial Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
10,446
+80
| +0.8% | +$16.4K | 0.85% | 7 |
|
|
2025
Q1 | $2.3M | Buy |
10,366
+45
| +0.4% | +$9.99K | 0.91% | 6 |
|
|
2024
Q4 | $2.58M | Buy |
10,321
+3,865
| +60% | +$968K | 1.05% | 6 |
|
|
2024
Q3 | $1.5M | Hold |
6,456
| – | – | 0.78% | 8 |
|
|
2024
Q2 | $1.36M | Buy |
6,456
+999
| +18% | +$210K | 0.78% | 8 |
|
|
2024
Q1 | $936K | Buy |
+5,457
| New | +$936K | 0.53% | 9 |
|
|
2023
Q4 | – | Sell |
-5,680
| Closed | -$972K | – | 10 |
|
|
2023
Q3 | $972K | Hold |
5,680
| – | – | 0.79% | 11 |
|
|
2023
Q2 | $1.1M | Buy |
5,680
+452
| +9% | +$87.6K | 1.04% | 10 |
|
|
2023
Q1 | $862K | Buy |
5,228
+560
| +12% | +$92.3K | 0.82% | 11 |
|
|
2022
Q4 | $606K | Sell |
4,668
-647
| -12% | -$84K | 0.49% | 11 |
|
|
2022
Q3 | $827K | Buy |
5,315
+619
| +13% | +$96.3K | 0.74% | 10 |
|
|
2022
Q2 | $642K | Hold |
4,696
| – | – | 0.42% | 12 |
|
|
2022
Q1 | $819K | Buy |
4,696
+544
| +13% | +$94.9K | 0.47% | 12 |
|
|
2021
Q4 | $737K | Hold |
4,152
| – | – | 0.4% | 12 |
|
|
2021
Q3 | $587K | Hold |
4,152
| – | – | 0.39% | 11 |
|
|
2021
Q2 | $568K | Hold |
4,152
| – | – | 0.38% | 11 |
|
|
2021
Q1 | $507K | Buy |
4,152
+4,019
| +3,022% | +$491K | 0.37% | 11 |
|
|
2020
Q4 | $515 | Sell |
133
-3,755
| -97% | -$14.5K | 0.33% | 11 |
|
|
2020
Q3 | $450K | Hold |
3,888
| – | – | 0.33% | 11 |
|
|
2020
Q2 | $354K | Buy |
3,888
+200
| +5% | +$18.2K | 0.27% | 11 |
|
|
2020
Q1 | $234K | Sell |
3,688
-472
| -11% | -$29.9K | 0.34% | 11 |
|
|
2019
Q4 | $306K | Buy |
+4,160
| New | +$306K | 0.31% | 15 |
|