Briaud Financial Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
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|
2025
Q1 | $2.3M | Buy |
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|
2024
Q4 | $2.58M | Buy |
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|
2024
Q3 | $1.5M | Hold |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $936K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $972K | Hold |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $862K | Buy |
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|
2022
Q4 | $606K | Sell |
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|
2022
Q3 | $827K | Buy |
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|
2022
Q2 | $642K | Hold |
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|
2022
Q1 | $819K | Buy |
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|
2021
Q4 | $737K | Hold |
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|
2021
Q3 | $587K | Hold |
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|
2021
Q2 | $568K | Hold |
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|
2021
Q1 | $507K | Buy |
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|
2020
Q4 | $515 | Sell |
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|
2020
Q3 | $450K | Hold |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $234K | Sell |
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|
2019
Q4 | $306K | Buy |
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