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Comprehensive Financial Planning’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.1M Sell
29,731
-2,085
-7% -$428K 4.8% 3
2025
Q1
$7.07M Sell
31,816
-1,039
-3% -$231K 6.87% 2
2024
Q4
$8.23M Buy
+32,855
New +$8.23M 6.95% 1