Center for Financial 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
Q2 | $5.76M | Buy |
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|
2025
Q1 | $6.14M | Sell |
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|
2024
Q4 | $7.26M | Sell |
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|
2024
Q3 | $6.77M | Sell |
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|
2024
Q2 | $6.53M | Buy |
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|
2024
Q1 | $5.3M | Buy |
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|
2023
Q4 | $5.87M | Sell |
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|
2023
Q3 | $5.25M | Buy |
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|
2023
Q2 | $5.5M | Buy |
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|
2023
Q1 | $4.66M | Sell |
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|
2022
Q4 | $3.83M | Buy |
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|
2022
Q3 | $4.03M | Buy |
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|
2022
Q2 | $3.91M | Buy |
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|
2022
Q1 | $4.82M | Sell |
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|
2021
Q4 | $5.02M | Buy |
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|
2021
Q3 | $3.95M | Sell |
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|
2021
Q2 | $3.84M | Buy |
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|
2021
Q1 | $3.3M | Buy |
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|
2020
Q4 | $3.45M | Buy |
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|
2020
Q3 | $2.96M | Sell |
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|
2020
Q2 | $2.33M | Buy |
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|
2020
Q1 | $1.61M | Buy |
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|
2019
Q4 | $1.82M | Buy |
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