Planned Solutions’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Buy |
|
|||||
|
2025
Q1 | $2.72M | Sell |
|
|||||
|
2024
Q4 | $4.48M | Sell |
|
|||||
|
2024
Q3 | $4.69M | Buy |
|
|||||
|
2024
Q2 | $3.51M | Sell |
|
|||||
|
2024
Q1 | $2.89M | Buy |
|
|||||
|
2023
Q4 | $3.23M | Buy |
|
|||||
|
2023
Q3 | $2.65M | Sell |
|
|||||
|
2023
Q2 | $3.04M | Hold |
|
|||||
|
2023
Q1 | $2.58M | Sell |
|
|||||
|
2022
Q4 | $2.11M | Sell |
|
|||||
|
2022
Q3 | $2.33M | Sell |
|
|||||
|
2022
Q2 | $2.54M | Sell |
|
|||||
|
2022
Q1 | $3.51M | Buy |
|
|||||
|
2021
Q4 | $3.21M | Buy |
|
|||||
|
2021
Q2 | $2.07M | Hold |
|
|||||
|
2021
Q1 | $1.85M | Sell |
|
|||||
|
2020
Q4 | $2.22M | Sell |
|
|||||
|
2020
Q3 | $1.98M | Buy |
|