FOFP
Fee-Only Financial Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Buy |
2,582
+1,421
| +122% | +$292K | 0.33% | 25 |
|
|
2025
Q1 | $258K | Sell |
1,161
-41
| -3% | -$9.11K | 0.18% | 35 |
|
|
2024
Q4 | $301K | Hold |
1,202
| – | – | 0.19% | 33 |
|
|
2024
Q3 | $280K | Hold |
1,202
| – | – | 0.18% | 35 |
|
|
2024
Q2 | $253K | Hold |
1,202
| – | – | 0.17% | 36 |
|
|
2024
Q1 | $206K | Hold |
1,202
| – | – | 0.14% | 40 |
|
|
2023
Q4 | $231K | Hold |
1,202
| – | – | 0.17% | 37 |
|
|
2023
Q3 | $206K | Hold |
1,202
| – | – | 0.17% | 37 |
|
|
2023
Q2 | $233K | Buy |
+1,202
| New | +$233K | 0.18% | 38 |
|