Plan Group 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 | $3.4M | Buy |
16,573
+2,745
| +20% | +$563K | 1.12% | 28 |
|
|
2025
Q1 | $3.07M | Buy |
13,828
+6,353
| +85% | +$1.41M | 1.1% | 23 |
|
|
2024
Q4 | $1.87M | Sell |
7,475
-154
| -2% | -$38.6K | 0.99% | 21 |
|
|
2024
Q3 | $1.78M | Buy |
7,629
+1,232
| +19% | +$287K | 0.94% | 22 |
|
|
2024
Q2 | $1.35M | Sell |
6,397
-44
| -0.7% | -$9.27K | 0.82% | 22 |
|
|
2024
Q1 | $1.1M | Buy |
6,441
+2,081
| +48% | +$357K | 0.73% | 29 |
|
|
2023
Q4 | $840K | Sell |
4,360
-5,722
| -57% | -$1.1M | 0.74% | 30 |
|
|
2023
Q3 | $1.73M | Sell |
10,082
-8,886
| -47% | -$1.52M | 1.24% | 19 |
|
|
2023
Q2 | $3.53M | Buy |
+18,968
| New | +$3.53M | 2.94% | 8 |
|
|
2022
Q2 | $265K | Buy |
+1,942
| New | +$265K | 0.46% | 44 |
|