Forbes Financial Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Buy |
29,478
+4,454
| +18% | +$914K | 4.09% | 12 |
|
|
2025
Q1 | $6.55M | Buy |
25,024
+4,570
| +22% | +$1.2M | 4.85% | 12 |
|
|
2024
Q4 | $75.1M | Sell |
20,454
-1,379
| -6% | -$5.06M | 36.4% | 1 |
|
|
2024
Q3 | $5.09M | Hold |
21,833
| – | – | 3.67% | 13 |
|
|
2024
Q2 | $4.6M | Sell |
21,833
-827
| -4% | -$174K | 3.61% | 13 |
|
|
2024
Q1 | $3.89M | Buy |
22,660
+865
| +4% | +$148K | 3.34% | 14 |
|
|
2023
Q4 | $4.2M | Sell |
21,795
-1,100
| -5% | -$212K | 3.91% | 11 |
|
|
2023
Q3 | $3.92M | Hold |
22,895
| – | – | 4.2% | 12 |
|
|
2023
Q2 | $4.44M | Sell |
22,895
-2,999
| -12% | -$582K | 4.29% | 11 |
|
|
2023
Q1 | $4.27M | Sell |
25,894
-268
| -1% | -$44.2K | 4.2% | 12 |
|
|
2022
Q4 | $3.62M | Hold |
26,162
| – | – | 5.26% | 9 |
|
|
2022
Q3 | $3.62M | Sell |
26,162
-3
| -0% | -$415 | 5.26% | 9 |
|
|
2022
Q2 | $3.58M | Sell |
26,165
-340
| -1% | -$46.5K | 5.13% | 9 |
|
|
2022
Q1 | $4.63M | Hold |
26,505
| – | – | 5.77% | 8 |
|
|
2021
Q4 | $4.7M | Buy |
+26,505
| New | +$4.7M | 4.64% | 11 |
|