Planning Alternatives’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
54,010
-4,407
| -8% | -$904K | 1.54% | 10 |
|
|
2025
Q1 | $13M | Buy |
58,417
+5,093
| +10% | +$1.13M | 1.99% | 10 |
|
|
2024
Q4 | $13.4M | Buy |
53,324
+101
| +0.2% | +$25.3K | 2.05% | 9 |
|
|
2024
Q3 | $12.4M | Buy |
53,223
+34
| +0.1% | +$7.92K | 1.89% | 9 |
|
|
2024
Q2 | $11.2M | Buy |
53,189
+992
| +2% | +$209K | 1.81% | 9 |
|
|
2024
Q1 | $8.95M | Buy |
52,197
+21
| +0% | +$3.6K | 1.47% | 11 |
|
|
2023
Q4 | $10M | Buy |
52,176
+124
| +0.2% | +$23.9K | 1.76% | 10 |
|
|
2023
Q3 | $8.91M | Buy |
52,052
+674
| +1% | +$115K | 1.73% | 10 |
|
|
2023
Q2 | $9.97M | Sell |
51,378
-287
| -0.6% | -$55.7K | 1.83% | 10 |
|
|
2023
Q1 | $8.52M | Sell |
51,665
-1,056
| -2% | -$174K | 1.66% | 11 |
|
|
2022
Q4 | $6.85M | Buy |
52,721
+323
| +0.6% | +$42K | 1.25% | 14 |
|
|
2022
Q3 | $7.24M | Hold |
52,398
| – | – | 1.51% | 12 |
|
|
2022
Q2 | $7.16M | Buy |
52,398
+72
| +0.1% | +$9.84K | 1.35% | 14 |
|
|
2022
Q1 | $9.14M | Sell |
52,326
-962
| -2% | -$168K | 1.46% | 13 |
|
|
2021
Q4 | $9.46M | Buy |
53,288
+54
| +0.1% | +$9.59K | 1.46% | 13 |
|
|
2021
Q3 | $7.53M | Sell |
53,234
-200
| -0.4% | -$28.3K | 1.24% | 14 |
|
|
2021
Q2 | $7.32M | Sell |
53,434
-281
| -0.5% | -$38.5K | 1.2% | 13 |
|
|
2021
Q1 | $6.56M | Sell |
53,715
-4
| -0% | -$489 | 1.09% | 15 |
|
|
2020
Q4 | $7.13M | Sell |
53,719
-266
| -0.5% | -$35.3K | 1.26% | 15 |
|
|
2020
Q3 | $6.25M | Sell |
53,985
-16,823
| -24% | -$1.95M | 1.17% | 16 |
|
|
2020
Q2 | $6.46M | Hold |
70,808
| – | – | 1.31% | 17 |
|
|
2020
Q1 | $4.5M | Buy |
70,808
+16,080
| +29% | +$1.02M | 1.05% | 19 |
|
|
2019
Q4 | $4.02M | Buy |
54,728
+136
| +0.2% | +$9.99K | 0.7% | 22 |
|
|
2019
Q3 | $3.06M | Sell |
54,592
-1,588
| -3% | -$88.9K | 0.56% | 25 |
|
|
2019
Q2 | $2.78M | Sell |
56,180
-3,340
| -6% | -$165K | 0.51% | 25 |
|
|
2019
Q1 | $2.83M | Sell |
59,520
-48
| -0.1% | -$2.28K | 0.52% | 25 |
|
|
2018
Q4 | $2.35M | Buy |
59,568
+552
| +0.9% | +$21.8K | 0.49% | 25 |
|
|
2018
Q3 | $3.33M | Sell |
59,016
-144
| -0.2% | -$8.13K | 0.57% | 25 |
|
|
2018
Q2 | $2.74M | Sell |
59,160
-528
| -0.9% | -$24.4K | 0.49% | 27 |
|
|
2018
Q1 | $2.5M | Sell |
59,688
-1,044
| -2% | -$43.8K | 0.46% | 25 |
|
|
2017
Q4 | $2.57M | Sell |
60,732
-980
| -2% | -$41.5K | 0.46% | 24 |
|
|
2017
Q3 | $2.38M | Buy |
61,712
+116
| +0.2% | +$4.47K | 0.44% | 25 |
|
|
2017
Q2 | $2.22M | Buy |
61,596
+436
| +0.7% | +$15.7K | 0.42% | 26 |
|
|
2017
Q1 | $2.2M | Buy |
61,160
+1,688
| +3% | +$60.6K | 0.43% | 26 |
|
|
2016
Q4 | $1.72M | Sell |
59,472
-244
| -0.4% | -$7.07K | 0.36% | 27 |
|
|
2016
Q3 | $1.69M | Sell |
59,716
-16,880
| -22% | -$477K | 0.36% | 27 |
|
|
2016
Q2 | $1.83M | Buy |
76,596
+16,904
| +28% | +$404K | 0.4% | 26 |
|
|
2016
Q1 | $1.63M | Buy |
59,692
+812
| +1% | +$22.1K | 0.36% | 27 |
|
|
2015
Q4 | $1.55M | Buy |
58,880
+8
| +0% | +$210 | 0.36% | 28 |
|
|
2015
Q3 | $1.62M | Sell |
58,872
-692
| -1% | -$19.1K | 0.4% | 27 |
|
|
2015
Q2 | $1.87M | Buy |
59,564
+12
| +0% | +$376 | 0.39% | 26 |
|
|
2015
Q1 | $1.85M | Sell |
59,552
-9,264
| -13% | -$288K | 0.42% | 24 |
|
|
2014
Q4 | $1.9M | Buy |
68,816
+1,808
| +3% | +$49.9K | 0.41% | 25 |
|
|
2014
Q3 | $1.69M | Buy |
67,008
+2,948
| +5% | +$74.3K | 0.42% | 22 |
|
|
2014
Q2 | $1.49M | Buy |
+64,060
| New | +$1.49M | 0.37% | 23 |
|
|
2014
Q1 | – | Sell |
-70,420
| Closed | -$1.36M | – | 45 |
|
|
2013
Q4 | $1.36M | Buy |
70,420
+55,888
| +385% | +$1.08M | 0.41% | 16 |
|
|
2013
Q3 | $247K | Sell |
14,532
-5,628
| -28% | -$95.7K | 0.11% | 21 |
|
|
2013
Q2 | $286K | Buy |
+20,160
| New | +$286K | 0.16% | 20 |
|