Laurel Wealth Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
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|
2025
Q1 | $558K | Hold |
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|
2024
Q4 | $629K | Sell |
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|
2024
Q3 | $625K | Sell |
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|
2024
Q2 | $817K | Sell |
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|
2024
Q1 | $685K | Sell |
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|
2023
Q4 | $797K | Buy |
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|
2023
Q3 | $705K | Hold |
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|
2023
Q2 | $799K | Sell |
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|
2023
Q1 | $763K | Hold |
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|
2022
Q4 | $601K | Sell |
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|
2022
Q3 | $660K | Sell |
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|
2022
Q2 | $753K | Buy |
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|
2022
Q1 | $957K | Buy |
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|
2021
Q4 | $689K | Hold |
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|
2021
Q3 | $549K | Buy |
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|
2021
Q2 | $267K | Hold |
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|
2021
Q1 | $238K | Hold |
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|
2020
Q4 | $259K | Buy |
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