FPTW
Franklin, Parlapiano, Turner & Welch’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Hold |
10,568
| – | – | 0.57% | 30 |
|
|
2025
Q1 | $2.35M | Hold |
10,568
| – | – | 0.63% | 29 |
|
|
2024
Q4 | $2.65M | Hold |
10,568
| – | – | 0.72% | 29 |
|
|
2024
Q3 | $2.46M | Hold |
10,568
| – | – | 0.64% | 29 |
|
|
2024
Q2 | $2.23M | Sell |
10,568
-237
| -2% | -$49.9K | 0.62% | 29 |
|
|
2024
Q1 | $1.85M | Hold |
10,805
| – | – | 0.51% | 31 |
|
|
2023
Q4 | $2.08M | Sell |
10,805
-115
| -1% | -$22.1K | 0.6% | 28 |
|
|
2023
Q3 | $1.87M | Hold |
10,920
| – | – | 0.58% | 29 |
|
|
2023
Q2 | $2.12M | Sell |
10,920
-531
| -5% | -$103K | 0.63% | 28 |
|
|
2023
Q1 | $1.89M | Sell |
11,451
-265
| -2% | -$43.7K | 0.6% | 28 |
|
|
2022
Q4 | $1.52M | Sell |
11,716
-373
| -3% | -$48.5K | 0.5% | 32 |
|
|
2022
Q3 | $1.67M | Hold |
12,089
| – | – | 0.59% | 29 |
|
|
2022
Q2 | $1.65M | Sell |
12,089
-8
| -0.1% | -$1.09K | 0.56% | 31 |
|
|
2022
Q1 | $2.11M | Sell |
12,097
-19
| -0.2% | -$3.32K | 0.63% | 30 |
|
|
2021
Q4 | $2.15M | Buy |
12,116
+96
| +0.8% | +$17K | 0.62% | 30 |
|
|
2021
Q3 | $1.7M | Hold |
12,020
| – | – | 0.53% | 32 |
|
|
2021
Q2 | $1.65M | Buy |
12,020
+2,308
| +24% | +$316K | 0.51% | 32 |
|
|
2021
Q1 | $1.19M | Hold |
9,712
| – | – | 0.4% | 32 |
|
|
2020
Q4 | $1.29M | Sell |
9,712
-952
| -9% | -$126K | 0.47% | 32 |
|
|
2020
Q3 | $1.24M | Buy |
10,664
+6,462
| +154% | +$748K | 0.5% | 31 |
|
|
2020
Q2 | $1.53M | Sell |
4,202
-11
| -0.3% | -$4.01K | 0.63% | 29 |
|
|
2020
Q1 | $1.07M | Sell |
4,213
-217
| -5% | -$55.2K | 0.49% | 30 |
|
|
2019
Q4 | $1.3M | Sell |
4,430
-38
| -0.9% | -$11.2K | 0.49% | 32 |
|
|
2019
Q3 | $1M | Hold |
4,468
| – | – | 0.39% | 34 |
|
|
2019
Q2 | $884K | Hold |
4,468
| – | – | 0.35% | 34 |
|
|
2019
Q1 | $849K | Hold |
4,468
| – | – | 0.33% | 34 |
|
|
2018
Q4 | $705K | Hold |
4,468
| – | – | 0.31% | 35 |
|
|
2018
Q3 | $1.01M | Hold |
4,468
| – | – | 0.4% | 34 |
|
|
2018
Q2 | $827K | Hold |
4,468
| – | – | 0.34% | 35 |
|
|
2018
Q1 | $750K | Buy |
4,468
+44
| +1% | +$7.39K | 0.32% | 35 |
|
|
2017
Q4 | $749K | Sell |
4,424
-224
| -5% | -$37.9K | 0.31% | 36 |
|
|
2017
Q3 | $716K | Sell |
4,648
-193
| -4% | -$29.7K | 0.31% | 35 |
|
|
2017
Q2 | $697K | Sell |
4,841
-20
| -0.4% | -$2.88K | 0.32% | 35 |
|
|
2017
Q1 | $698K | Hold |
4,861
| – | – | 0.32% | 36 |
|
|
2016
Q4 | $563K | Sell |
4,861
-59
| -1% | -$6.83K | 0.28% | 36 |
|
|
2016
Q3 | $556K | Hold |
4,920
| – | – | 0.28% | 36 |
|
|
2016
Q2 | $470K | Buy |
4,920
+20
| +0.4% | +$1.91K | 0.25% | 37 |
|
|
2016
Q1 | $534K | Hold |
4,900
| – | – | 0.29% | 36 |
|
|
2015
Q4 | $516K | Buy |
4,900
+525
| +12% | +$55.3K | 0.31% | 38 |
|
|
2015
Q3 | $483K | Sell |
4,375
-5
| -0.1% | -$552 | 0.32% | 38 |
|
|
2015
Q2 | $549K | Buy |
4,380
+5
| +0.1% | +$627 | 0.36% | 37 |
|
|
2015
Q1 | $544K | Hold |
4,375
| – | – | 0.37% | 37 |
|
|
2014
Q4 | $483K | Hold |
4,375
| – | – | 0.32% | 39 |
|
|
2014
Q3 | $441K | Hold |
4,375
| – | – | 0.32% | 41 |
|
|
2014
Q2 | $407K | Buy |
4,375
+3,750
| +600% | +$349K | 0.29% | 42 |
|
|
2014
Q1 | $335K | Buy |
625
+150
| +32% | +$80.4K | 0.24% | 43 |
|
|
2013
Q4 | $266K | Hold |
475
| – | – | 0.18% | 44 |
|
|
2013
Q3 | $226K | Buy |
+475
| New | +$226K | 0.17% | 45 |
|