CFFP
Center for Financial Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Buy |
28,070
+414
| +1% | +$84.9K | 0.66% | 13 |
|
|
2025
Q1 | $6.14M | Sell |
27,656
-1,350
| -5% | -$300K | 0.79% | 12 |
|
|
2024
Q4 | $7.26M | Sell |
29,006
-67
| -0.2% | -$16.8K | 0.97% | 11 |
|
|
2024
Q3 | $6.77M | Sell |
29,073
-1,917
| -6% | -$447K | 0.92% | 11 |
|
|
2024
Q2 | $6.53M | Buy |
30,990
+71
| +0.2% | +$15K | 0.94% | 11 |
|
|
2024
Q1 | $5.3M | Buy |
30,919
+452
| +1% | +$77.5K | 0.79% | 12 |
|
|
2023
Q4 | $5.87M | Sell |
30,467
-187
| -0.6% | -$36K | 1.08% | 10 |
|
|
2023
Q3 | $5.25M | Buy |
30,654
+2,287
| +8% | +$392K | 1.13% | 10 |
|
|
2023
Q2 | $5.5M | Buy |
28,367
+131
| +0.5% | +$25.4K | 1.16% | 10 |
|
|
2023
Q1 | $4.66M | Sell |
28,236
-1,249
| -4% | -$206K | 1.07% | 9 |
|
|
2022
Q4 | $3.83M | Buy |
29,485
+319
| +1% | +$41.4K | 0.93% | 11 |
|
|
2022
Q3 | $4.03M | Buy |
29,166
+541
| +2% | +$74.8K | 1.08% | 11 |
|
|
2022
Q2 | $3.91M | Buy |
28,625
+1,044
| +4% | +$143K | 0.99% | 10 |
|
|
2022
Q1 | $4.82M | Sell |
27,581
-672
| -2% | -$117K | 0.99% | 10 |
|
|
2021
Q4 | $5.02M | Buy |
28,253
+320
| +1% | +$56.8K | 1.03% | 10 |
|
|
2021
Q3 | $3.95M | Sell |
27,933
-127
| -0.5% | -$18K | 0.96% | 11 |
|
|
2021
Q2 | $3.84M | Buy |
28,060
+1,073
| +4% | +$147K | 0.95% | 11 |
|
|
2021
Q1 | $3.3M | Buy |
26,987
+1,015
| +4% | +$124K | 0.86% | 11 |
|
|
2020
Q4 | $3.45M | Buy |
25,972
+425
| +2% | +$56.4K | 0.98% | 11 |
|
|
2020
Q3 | $2.96M | Buy |
25,547
+19,153
| +300% | +$2.22M | 0.95% | 11 |
|
|
2020
Q2 | $2.33M | Buy |
6,394
+61
| +1% | +$22.2K | 0.81% | 14 |
|
|
2020
Q1 | $1.61M | Buy |
6,333
+148
| +2% | +$37.6K | 0.54% | 18 |
|
|
2019
Q4 | $1.82M | Buy |
+6,185
| New | +$1.82M | 0.46% | 19 |
|