Holistic Planning’s Apple AAPL Stock Holding History

Holistic Planning’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.68M	Buy
2025 Q1	$3.52M	Buy
2024 Q4	$3.87M	Buy
2024 Q3	$3.51M	Buy
2024 Q2	$2.43M	Hold
2024 Q1	$2.43M	Sell
2023 Q4	$2.85M	Buy