Investments & Financial Planning LLC’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Hold |
2,975
| – | – | 0.35% | 20 |
|
|
2025
Q1 | $661K | Hold |
2,975
| – | – | 0.43% | 19 |
|
|
2024
Q4 | $745K | Buy |
2,975
+2
| +0.1% | +$501 | 0.46% | 18 |
|
|
2024
Q3 | $693K | Buy |
2,973
+3
| +0.1% | +$699 | 0.44% | 18 |
|
|
2024
Q2 | $626K | Buy |
2,970
+1
| +0% | +$211 | 0.42% | 18 |
|
|
2024
Q1 | $509K | Buy |
2,969
+351
| +13% | +$60.2K | 0.35% | 21 |
|
|
2023
Q4 | $504K | Buy |
2,618
+1
| +0% | +$192 | 0.38% | 23 |
|
|
2023
Q3 | $448K | Hold |
2,617
| – | – | 0.4% | 25 |
|
|
2023
Q2 | $508K | Buy |
2,617
+6
| +0.2% | +$1.16K | 0.44% | 25 |
|
|
2023
Q1 | $431K | Sell |
2,611
-358
| -12% | -$59K | 0.4% | 27 |
|
|
2022
Q4 | $386K | Buy |
+2,969
| New | +$386K | 0.38% | 29 |
|
|
2022
Q2 | $376K | Buy |
2,748
+31
| +1% | +$4.24K | 0.39% | 25 |
|
|
2022
Q1 | $475K | Hold |
2,717
| – | – | 0.42% | 23 |
|
|
2021
Q4 | $468K | Buy |
+2,717
| New | +$468K | 0.42% | 23 |
|