Envision 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 | $311K | Sell |
1,514
-126
| -8% | -$25.9K | 0.15% | 44 |
|
|
2025
Q1 | $364K | Buy |
1,640
+104
| +7% | +$23.1K | 0.19% | 32 |
|
|
2024
Q4 | $385K | Buy |
1,536
+340
| +28% | +$85.1K | 0.2% | 33 |
|
|
2024
Q3 | $279K | Hold |
1,196
| – | – | 0.15% | 31 |
|
|
2024
Q2 | $252K | Sell |
1,196
-85
| -7% | -$17.9K | 0.19% | 26 |
|
|
2024
Q1 | $220K | Sell |
1,281
-149
| -10% | -$25.5K | 0.18% | 27 |
|
|
2023
Q4 | $275K | Sell |
1,430
-300
| -17% | -$57.8K | 0.24% | 26 |
|
|
2023
Q3 | $296K | Buy |
+1,730
| New | +$296K | 0.29% | 24 |
|