Mark Sheptoff Financial Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.56M | Sell |
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|
2025
Q1 | $10.8M | Sell |
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|
2024
Q4 | $12.9M | Sell |
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|
2024
Q3 | $12.1M | Sell |
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|
2024
Q2 | $11M | Sell |
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|
2024
Q1 | $9.06M | Sell |
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|
2023
Q4 | $10.3M | Buy |
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|
2023
Q3 | $9.13M | Sell |
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|
2023
Q2 | $11M | Sell |
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|
2023
Q1 | $9.43M | Buy |
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|
2022
Q4 | $7.41M | Sell |
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|
2022
Q3 | $7.89M | Sell |
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|
2022
Q2 | $7.83M | Sell |
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|
2022
Q1 | $10M | Buy |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $8.05M | Sell |
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|
2021
Q2 | $8.1M | Buy |
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|
2021
Q1 | $7.23M | Sell |
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|
2020
Q4 | $7.87M | Buy |
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|
2020
Q3 | $6.64M | Buy |
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|
2020
Q2 | $4.93M | Sell |
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|
2020
Q1 | $3.58M | Buy |
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|
2019
Q4 | $3.66M | Buy |
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|
2019
Q3 | $2.65M | Hold |
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|
2019
Q2 | $2.35M | Sell |
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|
2019
Q1 | $2.31M | Sell |
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|
2018
Q4 | $2.02M | Sell |
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|
2018
Q3 | $3.23M | Sell |
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|
2018
Q2 | $2.66M | Buy |
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|
2018
Q1 | $2.31M | Buy |
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|
2017
Q4 | $2.25M | Sell |
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|
2017
Q3 | $2.1M | Buy |
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|
2017
Q2 | $1.96M | Buy |
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|
2017
Q1 | $1.91M | Sell |
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|
2016
Q4 | $1.54M | Sell |
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|
2016
Q3 | $1.88M | Buy |
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|
2016
Q2 | $1.45M | Buy |
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|
2016
Q1 | $1.54M | Sell |
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|
2015
Q4 | $2.15M | Buy |
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|
2015
Q3 | $2.17M | Buy |
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|
2015
Q2 | $2.03M | Buy |
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|
2015
Q1 | $1.91M | Buy |
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|
2014
Q4 | $1.09M | Buy |
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|
2014
Q3 | $831K | Buy |
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|
2014
Q2 | $699K | Buy |
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|
2014
Q1 | $568K | Buy |
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