PS
Planned Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Buy |
18,786
+6,538
| +53% | +$1.34M | 1.47% | 16 |
|
|
2025
Q1 | $2.72M | Sell |
12,248
-5,652
| -32% | -$1.26M | 1.1% | 17 |
|
|
2024
Q4 | $4.48M | Sell |
17,900
-2,242
| -11% | -$561K | 1.81% | 16 |
|
|
2024
Q3 | $4.69M | Buy |
20,142
+3,472
| +21% | +$809K | 1.88% | 12 |
|
|
2024
Q2 | $3.51M | Sell |
16,670
-198
| -1% | -$41.7K | 1.7% | 14 |
|
|
2024
Q1 | $2.89M | Buy |
16,868
+98
| +0.6% | +$16.8K | 1.42% | 15 |
|
|
2023
Q4 | $3.23M | Buy |
16,770
+1,302
| +8% | +$251K | 1.51% | 14 |
|
|
2023
Q3 | $2.65M | Sell |
15,468
-204
| -1% | -$34.9K | 1.59% | 14 |
|
|
2023
Q2 | $3.04M | Hold |
15,672
| – | – | 1.8% | 13 |
|
|
2023
Q1 | $2.58M | Sell |
15,672
-546
| -3% | -$90K | 1.64% | 13 |
|
|
2022
Q4 | $2.11M | Sell |
16,218
-608
| -4% | -$79K | 1.54% | 13 |
|
|
2022
Q3 | $2.33M | Sell |
16,826
-1,752
| -9% | -$242K | 1.94% | 13 |
|
|
2022
Q2 | $2.54M | Sell |
18,578
-1,500
| -7% | -$205K | 2.37% | 9 |
|
|
2022
Q1 | $3.51M | Buy |
20,078
+2,024
| +11% | +$353K | 2.45% | 10 |
|
|
2021
Q4 | $3.21M | Buy |
+18,054
| New | +$3.21M | 2.15% | 9 |
|
|
2021
Q2 | $2.07M | Hold |
15,145
| – | – | 1.43% | 12 |
|
|
2021
Q1 | $1.85M | Sell |
15,145
-1,563
| -9% | -$191K | 1.44% | 13 |
|
|
2020
Q4 | $2.22M | Sell |
16,708
-400
| -2% | -$53.1K | 1.78% | 10 |
|
|
2020
Q3 | $1.98M | Buy |
+17,108
| New | +$1.98M | 1.94% | 9 |
|