Fiduciary 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 | $3.03M | Sell |
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|
2025
Q2 | $2.6M | Sell |
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|
2025
Q1 | $3.36M | Buy |
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|
2024
Q4 | $3.63M | Buy |
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|
2024
Q3 | $3.27M | Buy |
|
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|
2024
Q2 | $2.63M | Sell |
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|
2024
Q1 | $2.2M | Buy |
|
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|
2023
Q4 | $2.2M | Buy |
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|
2023
Q3 | $1.64M | Buy |
|
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|
2023
Q2 | $1.76M | Sell |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.43M | Buy |
|
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|
2022
Q3 | $1.19M | Sell |
|
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|
2022
Q2 | $1.21M | Sell |
|
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|
2022
Q1 | $1.57M | Sell |
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|
2021
Q4 | $1.93M | Sell |
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|
2021
Q3 | $4.29M | Buy |
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|
2021
Q2 | $3.35M | Sell |
|
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|
2021
Q1 | $4.04M | Buy |
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|
2020
Q4 | $4.32M | Buy |
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|
2020
Q3 | $3.71M | Buy |
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|
2020
Q2 | $2.29M | Sell |
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|
2020
Q1 | $2.41M | Buy |
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|
2019
Q4 | $2.8M | Buy |
|