Cypress Financial Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
8,826
+30
| +0.3% | +$6.16K | 0.59% | 21 |
|
|
2025
Q1 | $1.95M | Sell |
8,796
-309
| -3% | -$68.6K | 0.7% | 19 |
|
|
2024
Q4 | $2.28M | Buy |
9,105
+932
| +11% | +$233K | 0.84% | 17 |
|
|
2024
Q3 | $1.9M | Buy |
8,173
+256
| +3% | +$59.7K | 0.7% | 18 |
|
|
2024
Q2 | $1.67M | Sell |
7,917
-31
| -0.4% | -$6.53K | 0.69% | 17 |
|
|
2024
Q1 | $1.36M | Buy |
7,948
+1,006
| +14% | +$173K | 0.62% | 17 |
|
|
2023
Q4 | $1.26M | Sell |
6,942
-544
| -7% | -$99K | 1.15% | 13 |
|
|
2023
Q3 | $1.28M | Sell |
7,486
-97
| -1% | -$16.6K | 0.73% | 15 |
|
|
2023
Q2 | $1.46M | Sell |
7,583
-122
| -2% | -$23.5K | 0.83% | 15 |
|
|
2023
Q1 | $1.28M | Sell |
7,705
-98
| -1% | -$16.3K | 0.78% | 15 |
|
|
2022
Q4 | $976K | Buy |
7,803
+269
| +4% | +$33.6K | 0.65% | 19 |
|
|
2022
Q3 | $1.04M | Buy |
7,534
+10
| +0.1% | +$1.38K | 0.74% | 16 |
|
|
2022
Q2 | $1.03M | Buy |
+7,524
| New | +$1.03M | 0.71% | 16 |
|