Creative 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 | $2.09B | Sell |
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|
2025
Q1 | $2.26B | Sell |
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|
2024
Q4 | $2.58B | Buy |
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|
2024
Q3 | $2.21B | Buy |
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|
2024
Q2 | $1.95B | Buy |
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|
2024
Q1 | $1.56B | Buy |
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|
2023
Q4 | $1.72B | Buy |
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|
2023
Q3 | $1.53B | Buy |
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|
2023
Q2 | $1.69B | Sell |
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|
2023
Q1 | $1.45B | Buy |
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|
2022
Q4 | $1.14B | Buy |
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|
2022
Q3 | $1.16B | Sell |
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|
2022
Q2 | $1.19B | Buy |
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|
2022
Q1 | $1.35B | Buy |
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|
2021
Q4 | $1.29B | Buy |
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|
2021
Q3 | $1.02B | Buy |
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|
2021
Q2 | $963M | Sell |
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|
2021
Q1 | $976M | Sell |
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|
2020
Q4 | $1.06B | Sell |
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|
2020
Q3 | $964M | Sell |
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|
2020
Q2 | $773M | Buy |
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|
2020
Q1 | $526M | Sell |
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|
2019
Q4 | $626M | Sell |
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|
2019
Q3 | $484M | Sell |
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|
2019
Q2 | $442M | Sell |
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|
2019
Q1 | $428M | Sell |
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|
2018
Q4 | $355M | Buy |
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|
2018
Q3 | $485M | Sell |
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|
2018
Q2 | $409M | Sell |
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|
2018
Q1 | $394M | Buy |
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|
2017
Q4 | $390M | Sell |
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|
2017
Q3 | $375M | Sell |
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|
2017
Q2 | $351M | Buy |
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|
2017
Q1 | $339M | Buy |
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|
2016
Q4 | $260M | Sell |
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|
2016
Q3 | $258M | Buy |
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|
2016
Q2 | $202M | Buy |
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|
2016
Q1 | $216M | Buy |
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|
2015
Q4 | $188M | Sell |
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|
2015
Q3 | $205M | Buy |
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|
2015
Q2 | $203M | Buy |
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|
2015
Q1 | $165M | Buy |
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|
2014
Q4 | $140M | Buy |
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|
2014
Q3 | $101M | Buy |
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|
2014
Q2 | $83.8M | Sell |
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|
2014
Q1 | $70.7M | Buy |
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|
2013
Q4 | $71.9M | Buy |
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|
2013
Q3 | $52.4M | Buy |
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|
2013
Q2 | $41.6M | Buy |
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