HP
Holistic Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
22,794
+6,934
| +44% | +$1.42M | 1.34% | 18 |
|
|
2025
Q1 | $3.52M | Buy |
15,860
+422
| +3% | +$93.7K | 1.19% | 17 |
|
|
2024
Q4 | $3.87M | Buy |
15,438
+386
| +3% | +$96.7K | 1.4% | 15 |
|
|
2024
Q3 | $3.51M | Buy |
15,052
+903
| +6% | +$210K | 1.48% | 13 |
|
|
2024
Q2 | $2.43M | Hold |
14,149
| – | – | 1.86% | 12 |
|
|
2024
Q1 | $2.43M | Sell |
14,149
-638
| -4% | -$109K | 1.85% | 12 |
|
|
2023
Q4 | $2.85M | Buy |
+14,787
| New | +$2.85M | 2.4% | 7 |
|