Elser 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 | $5.34M | Buy |
26,015
+71
| +0.3% | +$14.6K | 6.66% | 2 |
|
|
2025
Q1 | $5.76M | Buy |
25,944
+1,001
| +4% | +$222K | 7.98% | 2 |
|
|
2024
Q4 | $6.25M | Sell |
24,943
-379
| -1% | -$94.9K | 0.37% | 18 |
|
|
2024
Q3 | $5.9M | Buy |
25,322
+297
| +1% | +$69.2K | 8.56% | 2 |
|
|
2024
Q2 | $5.27M | Buy |
+25,025
| New | +$5.27M | 0.88% | 16 |
|