EP
Essential Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Hold |
7,002
| – | – | 0.53% | 27 |
|
|
2025
Q1 | $1.56M | Sell |
7,002
-256,267
| -97% | -$56.9M | 0.63% | 25 |
|
|
2024
Q4 | $62.1M | Buy |
263,269
+255,245
| +3,181% | +$60.2M | 0.4% | 25 |
|
|
2024
Q3 | $1.87M | Sell |
8,024
-381
| -5% | -$88.8K | 0.77% | 21 |
|
|
2024
Q2 | $1.77M | Sell |
8,405
-106
| -1% | -$22.3K | 0.78% | 20 |
|
|
2024
Q1 | $1.64M | Hold |
8,511
| – | – | 0.82% | 19 |
|
|
2023
Q4 | $1.64M | Buy |
8,511
+495
| +6% | +$95.3K | 0.83% | 19 |
|
|
2023
Q3 | $1.37M | Sell |
8,016
-517
| -6% | -$88.5K | 0.76% | 19 |
|
|
2023
Q2 | $1.66M | Buy |
8,533
+640
| +8% | +$124K | 0.94% | 16 |
|
|
2023
Q1 | $1.3M | Sell |
7,893
-72
| -0.9% | -$11.9K | 0.79% | 16 |
|
|
2022
Q4 | $1.07M | Buy |
7,965
+3,934
| +98% | +$527K | 0.82% | 16 |
|
|
2022
Q3 | $557K | Buy |
+4,031
| New | +$557K | 3.21% | 8 |
|