Divergent 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 | $1.91M | Sell |
9,180
-1,016
| -10% | -$211K | 0.56% | 14 |
|
|
2025
Q1 | $2.28M | Buy |
10,196
+1,154
| +13% | +$258K | 0.76% | 12 |
|
|
2024
Q4 | $2.14M | Sell |
9,042
-425
| -4% | -$101K | 0.73% | 11 |
|
|
2024
Q3 | $2.15M | Sell |
9,467
-141
| -1% | -$32K | 0.8% | 11 |
|
|
2024
Q2 | $2.13M | Sell |
9,608
-138
| -1% | -$30.6K | 0.85% | 12 |
|
|
2024
Q1 | $1.66M | Sell |
9,746
-427
| -4% | -$72.6K | 0.7% | 11 |
|
|
2023
Q4 | $1.89M | Sell |
10,173
-192
| -2% | -$35.6K | 0.91% | 9 |
|
|
2023
Q3 | $1.86M | Buy |
10,365
+346
| +3% | +$61.9K | 1% | 9 |
|
|
2023
Q2 | $1.94M | Sell |
10,019
-135
| -1% | -$26.2K | 1.02% | 9 |
|
|
2023
Q1 | $1.67M | Sell |
10,154
-172
| -2% | -$28.4K | 0.94% | 9 |
|
|
2022
Q4 | $1.34M | Hold |
10,326
| – | – | 0.84% | 9 |
|
|
2022
Q3 | $1.43M | Sell |
10,326
-354
| -3% | -$48.9K | 1.05% | 9 |
|
|
2022
Q2 | $1.46M | Buy |
10,680
+52
| +0.5% | +$7.11K | 1.05% | 8 |
|
|
2022
Q1 | $1.85M | Sell |
10,628
-257
| -2% | -$44.8K | 1.19% | 8 |
|
|
2021
Q4 | $1.96M | Sell |
10,885
-23
| -0.2% | -$4.13K | 1.43% | 7 |
|
|
2021
Q3 | $1.54M | Sell |
10,908
-92
| -0.8% | -$13K | 1.25% | 8 |
|
|
2021
Q2 | $1.61M | Sell |
11,000
-140
| -1% | -$20.5K | 1.31% | 8 |
|
|
2021
Q1 | $1.5M | Sell |
11,140
-280
| -2% | -$37.6K | 1.28% | 7 |
|
|
2020
Q4 | $1.52M | Buy |
+11,420
| New | +$1.52M | 1.45% | 7 |
|