Capasso Planning Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
21,983
-2,299
| -9% | -$472K | 2.55% | 9 |
|
|
2025
Q1 | $5.39M | Sell |
24,282
-1,710
| -7% | -$380K | 2.26% | 10 |
|
|
2024
Q4 | $6.51M | Sell |
25,992
-25,211
| -49% | -$6.31M | 2.6% | 6 |
|
|
2024
Q3 | $11.9M | Sell |
51,203
-1,614
| -3% | -$376K | 3.52% | 5 |
|
|
2024
Q2 | $11.1M | Buy |
52,817
+15,200
| +40% | +$3.2M | 3.61% | 5 |
|
|
2024
Q1 | $6.45M | Buy |
37,617
+140
| +0.4% | +$24K | 2.67% | 7 |
|
|
2023
Q4 | $7.22M | Buy |
37,477
+80
| +0.2% | +$15.4K | 3.37% | 6 |
|
|
2023
Q3 | $6.4M | Buy |
37,397
+217
| +0.6% | +$37.2K | 3.43% | 5 |
|
|
2023
Q2 | $7.21M | Buy |
37,180
+1,503
| +4% | +$292K | 3.88% | 5 |
|
|
2023
Q1 | $5.88M | Sell |
35,677
-1,431
| -4% | -$236K | 3.45% | 5 |
|
|
2022
Q4 | $4.82M | Buy |
37,108
+2,904
| +8% | +$377K | 3.07% | 8 |
|
|
2022
Q3 | $4.73M | Buy |
34,204
+630
| +2% | +$87.1K | 3.3% | 9 |
|
|
2022
Q2 | $4.59M | Buy |
33,574
+527
| +2% | +$72K | 3.26% | 9 |
|
|
2022
Q1 | $5.77M | Buy |
33,047
+1,174
| +4% | +$205K | 4.07% | 7 |
|
|
2021
Q4 | $5.66M | Buy |
+31,873
| New | +$5.66M | 4.13% | 7 |
|