New England Professional Planning Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
5,080
+1
| +0% | +$205 | 0.47% | 9 |
|
|
2025
Q1 | $1.13M | Hold |
5,079
| – | – | 0.56% | 8 |
|
|
2024
Q4 | $1.27M | Buy |
5,079
+135
| +3% | +$33.8K | 0.63% | 7 |
|
|
2024
Q3 | $1.15M | Hold |
4,944
| – | – | 0.57% | 7 |
|
|
2024
Q2 | $1.04M | Hold |
4,944
| – | – | 0.55% | 8 |
|
|
2024
Q1 | $848K | Buy |
4,944
+960
| +24% | +$165K | 0.44% | 11 |
|
|
2023
Q4 | $767K | Buy |
3,984
+46
| +1% | +$8.86K | 0.44% | 10 |
|
|
2023
Q3 | $674K | Sell |
3,938
-86
| -2% | -$14.7K | 0.42% | 10 |
|
|
2023
Q2 | $781K | Buy |
4,024
+1
| +0% | +$194 | 0.46% | 10 |
|
|
2023
Q1 | $644K | Sell |
4,023
-1
| -0% | -$160 | 0.39% | 10 |
|
|
2022
Q4 | $523K | Sell |
4,024
-627
| -13% | -$81.5K | 0.29% | 15 |
|
|
2022
Q3 | $644K | Sell |
4,651
-1,467
| -24% | -$203K | 0.46% | 11 |
|
|
2022
Q2 | $837K | Buy |
6,118
+181
| +3% | +$24.8K | 0.58% | 8 |
|
|
2022
Q1 | $1.03M | Sell |
5,937
-490
| -8% | -$85.3K | 0.62% | 7 |
|
|
2021
Q4 | $1.11M | Buy |
6,427
+793
| +14% | +$137K | 0.68% | 6 |
|
|
2021
Q3 | $845K | Sell |
5,634
-2,058
| -27% | -$309K | 0.5% | 9 |
|
|
2021
Q2 | $1.12M | Sell |
7,692
-836
| -10% | -$122K | 0.68% | 8 |
|
|
2021
Q1 | $1.11M | Buy |
8,528
+171
| +2% | +$22.2K | 0.68% | 8 |
|
|
2020
Q4 | $1.11M | Buy |
8,357
+176
| +2% | +$23.4K | 0.78% | 8 |
|
|
2020
Q3 | $971K | Sell |
8,181
-1,075
| -12% | -$128K | 0.77% | 7 |
|
|
2020
Q2 | $1.05M | Sell |
9,256
-1,584
| -15% | -$179K | 0.81% | 9 |
|
|
2020
Q1 | $796K | Buy |
10,840
+28
| +0.3% | +$2.06K | 0.74% | 11 |
|
|
2019
Q4 | $793K | Buy |
+10,812
| New | +$793K | 0.63% | 12 |
|
|
2018
Q3 | $696K | Buy |
12,324
+3,360
| +37% | +$190K | 0.8% | 12 |
|
|
2018
Q2 | $415K | Hold |
8,964
| – | – | 0.53% | 20 |
|
|
2018
Q1 | $369K | Sell |
8,964
-1,528
| -15% | -$62.9K | 0.49% | 24 |
|
|
2017
Q4 | $454K | Buy |
+10,492
| New | +$454K | 0.55% | 22 |
|
|
2016
Q2 | $242K | Hold |
10,020
| – | – | 0.27% | 34 |
|
|
2016
Q1 | $276K | Sell |
10,020
-3,140
| -24% | -$86.5K | 0.28% | 27 |
|
|
2015
Q4 | $347K | Buy |
13,160
+1,436
| +12% | +$37.9K | 0.39% | 27 |
|
|
2015
Q3 | $354K | Buy |
11,724
+2,592
| +28% | +$78.3K | 0.4% | 27 |
|
|
2015
Q2 | $286K | Hold |
9,132
| – | – | 0.38% | 29 |
|
|
2015
Q1 | $295K | Buy |
9,132
+800
| +10% | +$25.8K | 0.4% | 27 |
|
|
2014
Q4 | $247K | Buy |
+8,332
| New | +$247K | 0.36% | 30 |
|