Falcon Wealth 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
Q3 | $69.8M | Buy |
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|
2025
Q2 | $55.4M | Sell |
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|
2025
Q1 | $60.6M | Buy |
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|
2024
Q4 | $59.6M | Sell |
|
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|
2024
Q3 | $62.8M | Buy |
|
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|
2024
Q2 | $56.5M | Sell |
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|
2024
Q1 | $46.2M | Buy |
|
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|
2023
Q4 | $50.8M | Buy |
|
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|
2023
Q3 | $44.3M | Sell |
|
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|
2023
Q2 | $50.2M | Buy |
|
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|
2023
Q1 | $42.3M | Buy |
|
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|
2022
Q4 | $33.1M | Buy |
|
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|
2022
Q3 | $35.1M | Buy |
|
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|
2022
Q2 | $34.7M | Buy |
|
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|
2022
Q1 | $44.2M | Sell |
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|
2021
Q4 | $45.1M | Buy |
|
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|
2021
Q3 | $35.6M | Buy |
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|
2021
Q2 | $34.2M | Buy |
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|
2021
Q1 | $30M | Buy |
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|
2020
Q4 | $27.2M | Buy |
|