Keener 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 | $1.04M | Buy |
5,091
+724
| +17% | +$148K | 0.52% | 13 |
|
|
2025
Q1 | $970K | Sell |
4,367
-561
| -11% | -$125K | 0.63% | 11 |
|
|
2024
Q4 | $1.23M | Buy |
4,928
+515
| +12% | +$129K | 0.73% | 11 |
|
|
2024
Q3 | $1.03M | Sell |
4,413
-968
| -18% | -$225K | 0.67% | 10 |
|
|
2024
Q2 | $1.13M | Sell |
5,381
-116
| -2% | -$24.4K | 0.74% | 11 |
|
|
2024
Q1 | $943K | Buy |
5,497
+469
| +9% | +$80.5K | 0.65% | 12 |
|
|
2023
Q4 | $968K | Buy |
+5,028
| New | +$968K | 0.75% | 11 |
|