Capital Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Sell |
22,430
-3,841
| -15% | -$788K | 1.45% | 20 |
|
|
2025
Q1 | $5.84M | Sell |
26,271
-1,027
| -4% | -$228K | 1.63% | 20 |
|
|
2024
Q4 | $6.84M | Buy |
27,298
+2,647
| +11% | +$663K | 1.79% | 19 |
|
|
2024
Q3 | $5.74M | Buy |
24,651
+780
| +3% | +$182K | 1.61% | 21 |
|
|
2024
Q2 | $5.03M | Buy |
23,871
+5
| +0% | +$1.05K | 1.51% | 22 |
|
|
2024
Q1 | $4.09M | Buy |
23,866
+1,966
| +9% | +$337K | 1.34% | 22 |
|
|
2023
Q4 | $4.22M | Sell |
21,900
-375
| -2% | -$72.2K | 1.5% | 22 |
|
|
2023
Q3 | $3.81M | Buy |
22,275
+1,449
| +7% | +$248K | 1.5% | 22 |
|
|
2023
Q2 | $4.04M | Sell |
20,826
-107
| -0.5% | -$20.8K | 1.58% | 22 |
|
|
2023
Q1 | $3.45M | Buy |
20,933
+883
| +4% | +$146K | 1.43% | 24 |
|
|
2022
Q4 | $2.61M | Sell |
20,050
-2,613
| -12% | -$340K | 1.16% | 26 |
|
|
2022
Q3 | $3.13M | Buy |
22,663
+5
| +0% | +$691 | 1.77% | 18 |
|
|
2022
Q2 | $3.1M | Sell |
22,658
-6
| -0% | -$820 | 1.67% | 18 |
|
|
2022
Q1 | $3.96M | Buy |
22,664
+39
| +0.2% | +$6.81K | 1.54% | 23 |
|
|
2021
Q4 | $4.02M | Buy |
22,625
+6
| +0% | +$1.07K | 1.49% | 24 |
|
|
2021
Q3 | $3.2M | Sell |
22,619
-282
| -1% | -$39.9K | 1.31% | 23 |
|
|
2021
Q2 | $3.14M | Sell |
22,901
-1,486
| -6% | -$204K | 1.33% | 23 |
|
|
2021
Q1 | $2.98M | Buy |
24,387
+189
| +0.8% | +$23.1K | 1.31% | 25 |
|
|
2020
Q4 | $3.21M | Buy |
+24,198
| New | +$3.21M | 1.5% | 24 |
|