CPL
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Capital & Planning LLC’s Apple AAPL Stock Holding History

Capital & Planning LLC’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.95M Buy
24,106
+1,236
+5% +$254K 3.36% 9
2025
Q1 		$5.08M Buy
22,870
+1,104
+5% +$245K 3.77% 9
2024
Q4 		$5.45M Buy
+21,766
New +$5.45M 3.99% 7