Phillips Wealth Planners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
4,876
-162
| -3% | -$34K | 0.93% | 26 |
|
|
2025
Q1 | $998K | Buy |
5,038
+510
| +11% | +$101K | 1.05% | 23 |
|
|
2024
Q4 | $1.07M | Sell |
4,528
-1,153
| -20% | -$273K | 1.07% | 22 |
|
|
2024
Q3 | $1.32M | Buy |
5,681
+255
| +5% | +$59.1K | 1.26% | 14 |
|
|
2024
Q2 | $1.26M | Buy |
5,426
+672
| +14% | +$157K | 1.33% | 13 |
|
|
2024
Q1 | $805K | Buy |
4,754
+409
| +9% | +$69.3K | 0.93% | 24 |
|
|
2023
Q4 | $820K | Sell |
4,345
-1,008
| -19% | -$190K | 0.99% | 25 |
|
|
2023
Q3 | $939K | Buy |
5,353
+112
| +2% | +$19.7K | 1.27% | 18 |
|
|
2023
Q2 | $1.02M | Sell |
5,241
-43
| -0.8% | -$8.34K | 1.33% | 16 |
|
|
2023
Q1 | $896K | Buy |
+5,284
| New | +$896K | 1.18% | 20 |
|