LifePlan Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
14,163
+5,548
| +64% | +$1.14M | 1.44% | 31 |
|
|
2025
Q1 | $1.91M | Sell |
8,615
-423
| -5% | -$94K | 1.1% | 32 |
|
|
2024
Q4 | $2.26M | Buy |
9,038
+478
| +6% | +$120K | 1.4% | 28 |
|
|
2024
Q3 | $1.99M | Sell |
8,560
-96
| -1% | -$22.4K | 1.28% | 28 |
|
|
2024
Q2 | $1.82M | Buy |
8,656
+51
| +0.6% | +$10.7K | 1.31% | 27 |
|
|
2024
Q1 | $1.48M | Buy |
8,605
+599
| +7% | +$103K | 1.18% | 27 |
|
|
2023
Q4 | $1.54M | Buy |
8,006
+527
| +7% | +$101K | 1.41% | 21 |
|
|
2023
Q3 | $1.28M | Buy |
7,479
+1,527
| +26% | +$261K | 1.36% | 22 |
|
|
2023
Q2 | $1.15M | Buy |
+5,952
| New | +$1.15M | 1.29% | 22 |
|