Fee-Only 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
$530K Buy
2025
Q1
$258K Sell
2024
Q4
$301K Hold
2024
Q3
$280K Hold
2024
Q2
$253K Hold
2024
Q1
$206K Hold
2023
Q4
$231K Hold
2023
Q3
$206K Hold
2023
Q2
$233K Buy