FP
Fiduciary Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
12,683
-2,423
| -16% | -$497K | 0.86% | 23 |
|
|
2025
Q1 | $3.36M | Buy |
15,106
+592
| +4% | +$132K | 1.11% | 18 |
|
|
2024
Q4 | $3.63M | Buy |
14,514
+499
| +4% | +$125K | 1.18% | 17 |
|
|
2024
Q3 | $3.27M | Buy |
14,015
+1,510
| +12% | +$352K | 1.11% | 19 |
|
|
2024
Q2 | $2.63M | Sell |
12,505
-328
| -3% | -$69.1K | 0.94% | 21 |
|
|
2024
Q1 | $2.2M | Buy |
12,833
+1,419
| +12% | +$243K | 0.83% | 18 |
|
|
2023
Q4 | $2.2M | Buy |
11,414
+1,817
| +19% | +$350K | 0.94% | 17 |
|
|
2023
Q3 | $1.64M | Buy |
9,597
+524
| +6% | +$89.7K | 0.78% | 24 |
|
|
2023
Q2 | $1.76M | Sell |
9,073
-305
| -3% | -$59.2K | 0.81% | 16 |
|
|
2023
Q1 | $1.55M | Sell |
9,378
-1,603
| -15% | -$264K | 0.73% | 15 |
|
|
2022
Q4 | $1.43M | Buy |
10,981
+2,400
| +28% | +$312K | 0.69% | 14 |
|
|
2022
Q3 | $1.19M | Sell |
8,581
-238
| -3% | -$32.9K | 0.61% | 12 |
|
|
2022
Q2 | $1.21M | Sell |
8,819
-164
| -2% | -$22.4K | 0.6% | 13 |
|
|
2022
Q1 | $1.57M | Sell |
8,983
-1,898
| -17% | -$331K | 0.86% | 10 |
|
|
2021
Q4 | $1.93M | Sell |
10,881
-19,453
| -64% | -$3.45M | 1.09% | 10 |
|
|
2021
Q3 | $4.29M | Buy |
30,334
+5,852
| +24% | +$828K | 2.28% | 9 |
|
|
2021
Q2 | $3.35M | Sell |
24,482
-8,625
| -26% | -$1.18M | 2.9% | 8 |
|
|
2021
Q1 | $4.04M | Buy |
33,107
+566
| +2% | +$69.1K | 6.11% | 2 |
|
|
2020
Q4 | $4.32M | Buy |
32,541
+509
| +2% | +$67.5K | 6.08% | 2 |
|
|
2020
Q3 | $3.71M | Buy |
32,032
+26,634
| +493% | +$3.08M | 6.12% | 2 |
|
|
2020
Q2 | $2.29M | Sell |
5,398
-4,093
| -43% | -$1.74M | 5.05% | 2 |
|
|
2020
Q1 | $2.41M | Buy |
9,491
+686
| +8% | +$174K | 4.53% | 6 |
|
|
2019
Q4 | $2.8M | Buy |
+8,805
| New | +$2.8M | 2.58% | 8 |
|