Leading Edge 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 | $608K | Buy |
2,966
+187
| +7% | +$38.4K | 0.17% | 33 |
|
|
2025
Q1 | $617K | Buy |
2,779
+207
| +8% | +$46K | 0.19% | 31 |
|
|
2024
Q4 | $644K | Sell |
2,572
-68
| -3% | -$17K | 0.21% | 33 |
|
|
2024
Q3 | $615K | Buy |
2,640
+116
| +5% | +$27K | 0.21% | 31 |
|
|
2024
Q2 | $532K | Sell |
2,524
-4,148
| -62% | -$874K | 0.21% | 31 |
|
|
2024
Q1 | $1.14M | Sell |
6,672
-437
| -6% | -$74.9K | 0.51% | 18 |
|
|
2023
Q4 | $1.37M | Buy |
7,109
+62
| +0.9% | +$11.9K | 0.71% | 19 |
|
|
2023
Q3 | $1.21M | Sell |
7,047
-7
| -0.1% | -$1.2K | 0.77% | 20 |
|
|
2023
Q2 | $1.37M | Buy |
7,054
+378
| +6% | +$73.3K | 0.9% | 17 |
|
|
2023
Q1 | $1.1M | Sell |
6,676
-36
| -0.5% | -$5.94K | 0.8% | 20 |
|
|
2022
Q4 | $872K | Buy |
+6,712
| New | +$872K | 0.75% | 24 |
|