Capital 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
Q3 | $5.64M | Sell |
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|
2025
Q2 | $4.6M | Sell |
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|
2025
Q1 | $5.84M | Sell |
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|
2024
Q4 | $6.84M | Buy |
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|
2024
Q3 | $5.74M | Buy |
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|
2024
Q2 | $5.03M | Buy |
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|
2024
Q1 | $4.09M | Buy |
|
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|
2023
Q4 | $4.22M | Sell |
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|
2023
Q3 | $3.81M | Buy |
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|
2023
Q2 | $4.04M | Sell |
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|
2023
Q1 | $3.45M | Buy |
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|
2022
Q4 | $2.61M | Sell |
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|
2022
Q3 | $3.13M | Buy |
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|
2022
Q2 | $3.1M | Sell |
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|
2022
Q1 | $3.96M | Buy |
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|
2021
Q4 | $4.02M | Buy |
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|
2021
Q3 | $3.2M | Sell |
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|
2021
Q2 | $3.14M | Sell |
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|
2021
Q1 | $2.98M | Buy |
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|
2020
Q4 | $3.21M | Buy |
|