Cornerstone Planning Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
29,472
-132
| -0.4% | -$26.8K | 1.22% | 18 |
|
|
2025
Q1 | $6.06M | Buy |
29,604
+2,269
| +8% | +$464K | 1.45% | 15 |
|
|
2024
Q4 | $6.28M | Buy |
27,335
+8,108
| +42% | +$1.86M | 1.54% | 16 |
|
|
2024
Q3 | $4.49M | Buy |
19,227
+115
| +0.6% | +$26.9K | 1.19% | 17 |
|
|
2024
Q2 | $4M | Buy |
19,112
+2,531
| +15% | +$530K | 1.15% | 16 |
|
|
2024
Q1 | $3.04M | Sell |
16,581
-1,203
| -7% | -$221K | 0.95% | 17 |
|
|
2023
Q4 | $3.42M | Buy |
17,784
+2,506
| +16% | +$482K | 1.13% | 16 |
|
|
2023
Q3 | $2.62M | Buy |
15,278
+3,399
| +29% | +$582K | 1% | 17 |
|
|
2023
Q2 | $2.3M | Buy |
+11,879
| New | +$2.3M | 0.91% | 17 |
|
|
2022
Q4 | $3.31M | Buy |
+24,485
| New | +$3.31M | 1.39% | 18 |
|