LifeSteps 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 | $6.52M | Buy |
31,757
+578
| +2% | +$119K | 4.48% | 5 |
|
|
2025
Q1 | $6.93M | Sell |
31,179
-3,101
| -9% | -$689K | 5.62% | 3 |
|
|
2024
Q4 | $8.58M | Buy |
34,280
+1,301
| +4% | +$326K | 6.59% | 3 |
|
|
2024
Q3 | $7.68M | Buy |
32,979
+12
| +0% | +$2.8K | 6.01% | 3 |
|
|
2024
Q2 | $6.94M | Sell |
32,967
-909
| -3% | -$191K | 5.73% | 3 |
|
|
2024
Q1 | $5.81M | Sell |
33,876
-1,970
| -5% | -$338K | 4.38% | 3 |
|
|
2023
Q4 | $6.9M | Buy |
35,846
+71
| +0.2% | +$13.7K | 6.12% | 3 |
|
|
2023
Q3 | $6.12M | Sell |
35,775
-94
| -0.3% | -$16.1K | 6.23% | 3 |
|
|
2023
Q2 | $6.96M | Buy |
35,869
+1
| +0% | +$194 | 6.88% | 3 |
|
|
2023
Q1 | $5.91M | Sell |
35,868
-2,115
| -6% | -$349K | 6.28% | 3 |
|
|
2022
Q4 | $4.94M | Sell |
37,983
-1,403
| -4% | -$182K | 5.14% | 3 |
|
|
2022
Q3 | $5.44M | Buy |
39,386
+1,289
| +3% | +$178K | 6.13% | 3 |
|
|
2022
Q2 | $5.21M | Sell |
38,097
-1,725
| -4% | -$236K | 5.43% | 3 |
|
|
2022
Q1 | $6.95M | Buy |
39,822
+1,616
| +4% | +$282K | 5.14% | 4 |
|
|
2021
Q4 | $6.78M | Sell |
38,206
-2,448
| -6% | -$435K | 4.8% | 4 |
|
|
2021
Q3 | $5.75M | Sell |
40,654
-604
| -1% | -$85.5K | 4.4% | 4 |
|
|
2021
Q2 | $5.65M | Sell |
41,258
-23,709
| -36% | -$3.25M | 4.34% | 4 |
|
|
2021
Q1 | $7.94M | Buy |
64,967
+13,220
| +26% | +$1.61M | 6.63% | 3 |
|
|
2020
Q4 | $6.87M | Buy |
51,747
+85
| +0.2% | +$11.3K | 6.3% | 4 |
|
|
2020
Q3 | $5.98M | Buy |
51,662
+3,482
| +7% | +$403K | 6.31% | 4 |
|
|
2020
Q2 | $4.39M | Buy |
48,180
+1,424
| +3% | +$130K | 5.07% | 4 |
|
|
2020
Q1 | $2.97M | Buy |
46,756
+1,968
| +4% | +$125K | 3.42% | 6 |
|
|
2019
Q4 | $3.29M | Buy |
+44,788
| New | +$3.29M | 3.1% | 6 |
|