FWP
Falcon Wealth Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.4M | Sell |
270,215
-2,570
| -0.9% | -$527K | 5.6% | 3 |
|
|
2025
Q1 | $60.6M | Buy |
272,785
+34,959
| +15% | +$7.77M | 6.73% | 3 |
|
|
2024
Q4 | $59.6M | Sell |
237,826
-31,611
| -12% | -$7.92M | 6.64% | 3 |
|
|
2024
Q3 | $62.8M | Buy |
269,437
+1,190
| +0.4% | +$277K | 7.37% | 2 |
|
|
2024
Q2 | $56.5M | Sell |
268,247
-947
| -0.4% | -$199K | 7.34% | 2 |
|
|
2024
Q1 | $46.2M | Buy |
269,194
+5,507
| +2% | +$944K | 7.32% | 1 |
|
|
2023
Q4 | $50.8M | Buy |
263,687
+4,998
| +2% | +$962K | 8.88% | 1 |
|
|
2023
Q3 | $44.3M | Sell |
258,689
-58
| -0% | -$9.93K | 9.6% | 2 |
|
|
2023
Q2 | $50.2M | Buy |
258,747
+2,276
| +0.9% | +$441K | 11.18% | 1 |
|
|
2023
Q1 | $42.3M | Buy |
256,471
+1,614
| +0.6% | +$266K | 10.55% | 1 |
|
|
2022
Q4 | $33.1M | Buy |
254,857
+641
| +0.3% | +$83.3K | 9.49% | 2 |
|
|
2022
Q3 | $35.1M | Buy |
254,216
+747
| +0.3% | +$103K | 11.64% | 1 |
|
|
2022
Q2 | $34.7M | Buy |
253,469
+414
| +0.2% | +$56.6K | 11.78% | 1 |
|
|
2022
Q1 | $44.2M | Sell |
253,055
-1,141
| -0.4% | -$199K | 13.83% | 1 |
|
|
2021
Q4 | $45.1M | Buy |
254,196
+2,924
| +1% | +$519K | 14.77% | 1 |
|
|
2021
Q3 | $35.6M | Buy |
251,272
+1,789
| +0.7% | +$253K | 13.52% | 1 |
|
|
2021
Q2 | $34.2M | Buy |
249,483
+3,703
| +2% | +$507K | 14.6% | 1 |
|
|
2021
Q1 | $30M | Buy |
245,780
+40,965
| +20% | +$5M | 14.67% | 1 |
|
|
2020
Q4 | $27.2M | Buy |
+204,815
| New | +$27.2M | 15.23% | 1 |
|