Creative Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09B | Sell |
10,174,834
-904
| -0% | -$185K | 1.78% | 11 |
|
|
2025
Q1 | $2.26B | Sell |
10,175,738
-119,772
| -1% | -$26.6M | 2.13% | 8 |
|
|
2024
Q4 | $2.58B | Buy |
10,295,510
+680,006
| +7% | +$170M | 2.51% | 7 |
|
|
2024
Q3 | $2.21B | Buy |
9,615,504
+359,995
| +4% | +$82.6M | 2.18% | 7 |
|
|
2024
Q2 | $1.95B | Buy |
9,255,509
+146,152
| +2% | +$30.8M | 2.08% | 8 |
|
|
2024
Q1 | $1.56B | Buy |
9,109,357
+161,273
| +2% | +$27.7M | 1.73% | 14 |
|
|
2023
Q4 | $1.72B | Buy |
8,948,084
+26,530
| +0.3% | +$5.11M | 3.19% | 5 |
|
|
2023
Q3 | $1.53B | Buy |
8,921,554
+210,725
| +2% | +$36.1M | 2.04% | 11 |
|
|
2023
Q2 | $1.69B | Sell |
8,710,829
-104,850
| -1% | -$20.3M | 2.25% | 11 |
|
|
2023
Q1 | $1.45B | Buy |
8,815,679
+51,382
| +0.6% | +$8.47M | 2.09% | 12 |
|
|
2022
Q4 | $1.14B | Buy |
8,764,297
+401,172
| +5% | +$52.1M | 1.71% | 16 |
|
|
2022
Q3 | $1.16B | Sell |
8,363,125
-370,436
| -4% | -$51.2M | 2% | 13 |
|
|
2022
Q2 | $1.19B | Buy |
8,733,561
+1,019,505
| +13% | +$139M | 1.97% | 14 |
|
|
2022
Q1 | $1.35B | Buy |
7,714,056
+476,610
| +7% | +$83.2M | 2.09% | 13 |
|
|
2021
Q4 | $1.29B | Buy |
7,237,446
+2,124
| +0% | +$377K | 2.06% | 13 |
|
|
2021
Q3 | $1.02B | Buy |
7,235,322
+206,844
| +3% | +$29.3M | 1.82% | 14 |
|
|
2021
Q2 | $963M | Sell |
7,028,478
-958,386
| -12% | -$131M | 1.71% | 14 |
|
|
2021
Q1 | $976M | Sell |
7,986,864
-3,985
| -0% | -$487K | 1.97% | 13 |
|
|
2020
Q4 | $1.06B | Sell |
7,990,849
-336,923
| -4% | -$44.7M | 2.33% | 13 |
|
|
2020
Q3 | $964M | Buy |
8,327,772
+6,208,939
| +293% | +$719M | 2.52% | 12 |
|
|
2020
Q2 | $773M | Buy |
2,118,833
+49,928
| +2% | +$18.2M | 2.24% | 11 |
|
|
2020
Q1 | $526M | Sell |
2,068,905
-61,623
| -3% | -$15.7M | 1.87% | 12 |
|
|
2019
Q4 | $626M | Sell |
2,130,528
-32,149
| -1% | -$9.44M | 1.88% | 14 |
|
|
2019
Q3 | $484M | Sell |
2,162,677
-68,158
| -3% | -$15.3M | 1.58% | 15 |
|
|
2019
Q2 | $442M | Sell |
2,230,835
-20,354
| -0.9% | -$4.03M | 1.49% | 17 |
|
|
2019
Q1 | $428M | Sell |
2,251,189
-2,295
| -0.1% | -$436K | 1.54% | 16 |
|
|
2018
Q4 | $355M | Buy |
2,253,484
+105,353
| +5% | +$16.6M | 1.46% | 16 |
|
|
2018
Q3 | $485M | Sell |
2,148,131
-62,285
| -3% | -$14.1M | 1.8% | 13 |
|
|
2018
Q2 | $409M | Sell |
2,210,416
-135,720
| -6% | -$25.1M | 1.61% | 14 |
|
|
2018
Q1 | $394M | Buy |
2,346,136
+39,733
| +2% | +$6.67M | 1.6% | 14 |
|
|
2017
Q4 | $390M | Sell |
2,306,403
-128,772
| -5% | -$21.8M | 1.68% | 15 |
|
|
2017
Q3 | $375M | Sell |
2,435,175
-1,596
| -0.1% | -$246K | 1.74% | 15 |
|
|
2017
Q2 | $351M | Buy |
2,436,771
+79,940
| +3% | +$11.5M | 1.78% | 14 |
|
|
2017
Q1 | $339M | Buy |
2,356,831
+111,521
| +5% | +$16M | 1.85% | 13 |
|
|
2016
Q4 | $260M | Sell |
2,245,310
-36,824
| -2% | -$4.26M | 1.58% | 14 |
|
|
2016
Q3 | $258M | Buy |
2,282,134
+171,504
| +8% | +$19.4M | 1.64% | 14 |
|
|
2016
Q2 | $202M | Buy |
2,110,630
+130,571
| +7% | +$12.5M | 1.46% | 16 |
|
|
2016
Q1 | $216M | Buy |
1,980,059
+190,475
| +11% | +$20.8M | 1.68% | 13 |
|
|
2015
Q4 | $188M | Sell |
1,789,584
-71,144
| -4% | -$7.49M | 1.55% | 13 |
|
|
2015
Q3 | $205M | Buy |
1,860,728
+244,592
| +15% | +$27M | 1.81% | 12 |
|
|
2015
Q2 | $203M | Buy |
1,616,136
+290,592
| +22% | +$36.4M | 1.84% | 14 |
|
|
2015
Q1 | $165M | Buy |
1,325,544
+61,264
| +5% | +$7.62M | 1.55% | 15 |
|
|
2014
Q4 | $140M | Buy |
1,264,280
+261,851
| +26% | +$28.9M | 1.45% | 17 |
|
|
2014
Q3 | $101M | Buy |
1,002,429
+100,336
| +11% | +$10.1M | 1.17% | 17 |
|
|
2014
Q2 | $83.8M | Buy |
902,093
+769,185
| +579% | +$71.5M | 1.09% | 18 |
|
|
2014
Q1 | $70.7M | Buy |
132,908
+4,752
| +4% | +$2.53M | 1.06% | 18 |
|
|
2013
Q4 | $71.9M | Buy |
128,156
+18,210
| +17% | +$10.2M | 1.23% | 18 |
|
|
2013
Q3 | $52.4M | Buy |
109,946
+5,140
| +5% | +$2.45M | 1.04% | 18 |
|
|
2013
Q2 | $41.6M | Buy |
+104,806
| New | +$41.6M | 0.97% | 18 |
|