Envision Financial 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
$311K Sell
2025
Q1
$364K Buy
2024
Q4
$385K Buy
2024
Q3
$279K Hold
2024
Q2
$252K Sell
2024
Q1
$220K Sell
2023
Q4
$275K Sell
2023
Q3
$296K Buy