Leicht Financial Planning & Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Hold |
8,075
| – | – | 0.79% | 14 |
|
|
2025
Q1 | $1.79M | Sell |
8,075
-202
| -2% | -$44.9K | 0.94% | 15 |
|
|
2024
Q4 | $2.07M | Sell |
8,277
-14
| -0.2% | -$3.51K | 1.06% | 16 |
|
|
2024
Q3 | $1.93M | Buy |
8,291
+202
| +2% | +$47.1K | 0.97% | 16 |
|
|
2024
Q2 | $1.7M | Hold |
8,089
| – | – | 0.91% | 16 |
|
|
2024
Q1 | $1.39M | Hold |
8,089
| – | – | 0.76% | 17 |
|
|
2023
Q4 | $1.56M | Sell |
8,089
-17
| -0.2% | -$3.27K | 0.89% | 17 |
|
|
2023
Q3 | $1.39M | Hold |
8,106
| – | – | 0.86% | 17 |
|
|
2023
Q2 | $1.57M | Hold |
8,106
| – | – | 0.95% | 17 |
|
|
2023
Q1 | $1.34M | Buy |
+8,106
| New | +$1.34M | 0.82% | 16 |
|