Capital Planning Advisors’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 | $19M | Sell |
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|
2025
Q1 | $21.6M | Sell |
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|
2024
Q4 | $24.9M | Sell |
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|
2024
Q3 | $23.3M | Buy |
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|
2024
Q2 | $20.1M | Sell |
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|
2024
Q1 | $16.9M | Sell |
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|
2023
Q4 | $19.8M | Sell |
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|
2023
Q3 | $18.1M | Sell |
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|
2023
Q2 | $20.6M | Buy |
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|
2023
Q1 | $17.2M | Sell |
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|
2022
Q4 | $13.8M | Buy |
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|
2022
Q3 | $14.5M | Buy |
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|
2022
Q2 | $14.3M | Sell |
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|
2022
Q1 | $18.7M | Sell |
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|
2021
Q4 | $19.1M | Buy |
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|
2021
Q3 | $15M | Buy |
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|
2021
Q2 | $14.5M | Sell |
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|
2021
Q1 | $13.3M | Sell |
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|
2020
Q4 | $15.9M | Buy |
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|
2020
Q3 | $13.6M | Buy |
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|
2020
Q2 | $10.1M | Sell |
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|
2020
Q1 | $7.15M | Buy |
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|
2019
Q4 | $8.19M | Sell |
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|
2019
Q3 | $6.53M | Sell |
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|
2019
Q2 | $6.09M | Sell |
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|
2019
Q1 | $6.06M | Buy |
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|
2018
Q4 | $4.82M | Sell |
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|
2018
Q3 | $6.93M | Buy |
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|
2018
Q2 | $3.66M | Sell |
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|
2018
Q1 | $6.1M | Buy |
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|
2017
Q4 | $6.13M | Buy |
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|
2017
Q3 | $5.42M | Buy |
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|
2017
Q2 | $4.56M | Sell |
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|
2017
Q1 | $4.64M | Buy |
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|
2016
Q4 | $3.62M | Sell |
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|
2016
Q3 | $3.77M | Buy |
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|
2016
Q2 | $3.17M | Sell |
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|
2016
Q1 | $3.65M | Buy |
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|
2015
Q4 | $3.1M | Buy |
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|
2015
Q3 | $3.17M | Buy |
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|
2015
Q2 | $3M | Buy |
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|
2015
Q1 | $2.42M | Buy |
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|
2014
Q4 | $1.91M | Buy |
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