LifePlan Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Buy |
3,441
+1,077
| +46% | +$221K | 0.59% | 51 |
|
|
2025
Q1 | $525K | Sell |
2,364
-23
| -1% | -$5.11K | 0.46% | 59 |
|
|
2024
Q4 | $598K | Sell |
2,387
-131
| -5% | -$32.8K | 0.53% | 55 |
|
|
2024
Q3 | $587K | Sell |
2,518
-54
| -2% | -$12.6K | 0.5% | 52 |
|
|
2024
Q2 | $542K | Buy |
+2,572
| New | +$542K | 0.5% | 55 |
|