PP
PDS Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Buy |
121,501
+13,850
| +13% | +$2.84M | 1.86% | 14 |
|
|
2025
Q1 | $23.9M | Buy |
107,651
+7,004
| +7% | +$1.56M | 2.02% | 12 |
|
|
2024
Q4 | $25.2M | Buy |
100,647
+1,045
| +1% | +$262K | 2.24% | 12 |
|
|
2024
Q3 | $23.2M | Buy |
99,602
+1,543
| +2% | +$360K | 2.08% | 12 |
|
|
2024
Q2 | $20.7M | Buy |
98,059
+6,055
| +7% | +$1.28M | 2.08% | 12 |
|
|
2024
Q1 | $15.8M | Buy |
92,004
+138
| +0.2% | +$23.7K | 1.66% | 14 |
|
|
2023
Q4 | $17.7M | Buy |
91,866
+2,754
| +3% | +$530K | 2.01% | 12 |
|
|
2023
Q3 | $15.3M | Buy |
89,112
+654
| +0.7% | +$112K | 1.97% | 13 |
|
|
2023
Q2 | $17.2M | Sell |
88,458
-59,400
| -40% | -$11.5M | 2.19% | 12 |
|
|
2023
Q1 | $24.4M | Buy |
147,858
+19,635
| +15% | +$3.24M | 3.36% | 9 |
|
|
2022
Q4 | $16.7M | Buy |
128,223
+947
| +0.7% | +$123K | 2.66% | 11 |
|
|
2022
Q3 | $17.6M | Sell |
127,276
-379
| -0.3% | -$52.4K | 3.2% | 10 |
|
|
2022
Q2 | $17.5M | Buy |
127,655
+1,029
| +0.8% | +$141K | 3.16% | 10 |
|
|
2022
Q1 | $22.1M | Buy |
126,626
+10,639
| +9% | +$1.86M | 3.89% | 9 |
|
|
2021
Q4 | $20.6M | Buy |
115,987
+69,193
| +148% | +$12.3M | 3.94% | 8 |
|
|
2021
Q3 | $6.62M | Buy |
46,794
+2,599
| +6% | +$368K | 1.53% | 15 |
|
|
2021
Q2 | $6.05M | Buy |
44,195
+1,935
| +5% | +$265K | 1.47% | 16 |
|
|
2021
Q1 | $5.16M | Sell |
42,260
-819
| -2% | -$100K | 1.5% | 16 |
|
|
2020
Q4 | $5.72M | Buy |
43,079
+7,853
| +22% | +$1.04M | 1.96% | 14 |
|
|
2020
Q3 | $4.08M | Buy |
35,226
+25,043
| +246% | +$2.9M | 1.66% | 15 |
|
|
2020
Q2 | $3.72M | Buy |
10,183
+2,209
| +28% | +$806K | 1.68% | 15 |
|
|
2020
Q1 | $2.03M | Buy |
7,974
+1,539
| +24% | +$391K | 1.29% | 23 |
|
|
2019
Q4 | $1.89M | Buy |
6,435
+160
| +3% | +$47K | 1.19% | 22 |
|
|
2019
Q3 | $1.41M | Sell |
6,275
-18
| -0.3% | -$4.03K | 0.98% | 26 |
|
|
2019
Q2 | $1.25M | Buy |
6,293
+938
| +18% | +$186K | 0.93% | 26 |
|
|
2019
Q1 | $1.02M | Sell |
5,355
-1,040
| -16% | -$198K | 0.79% | 27 |
|
|
2018
Q4 | $1.01M | Buy |
6,395
+904
| +16% | +$143K | 0.87% | 25 |
|
|
2018
Q3 | $1.24M | Sell |
5,491
-342
| -6% | -$77.2K | 1.06% | 23 |
|
|
2018
Q2 | $1.08M | Buy |
5,833
+87
| +2% | +$16.1K | 1.07% | 23 |
|
|
2018
Q1 | $964K | Buy |
5,746
+328
| +6% | +$55K | 0.97% | 26 |
|
|
2017
Q4 | $917K | Buy |
+5,418
| New | +$917K | 0.93% | 27 |
|