PCI
Planning Center Inc’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Sell |
34,616
-6,857
| -17% | -$1.41M | 0.79% | 21 |
|
|
2025
Q1 | $9.21M | Sell |
41,473
-252
| -0.6% | -$56K | 1.09% | 17 |
|
|
2024
Q4 | $10.4M | Buy |
41,725
+5,916
| +17% | +$1.48M | 1.33% | 17 |
|
|
2024
Q3 | $8.34M | Buy |
35,809
+66
| +0.2% | +$15.4K | 1.03% | 17 |
|
|
2024
Q2 | $7.53M | Sell |
35,743
-1,501
| -4% | -$316K | 0.98% | 17 |
|
|
2024
Q1 | $6.39M | Sell |
37,244
-2,143
| -5% | -$367K | 1.39% | 15 |
|
|
2023
Q4 | $7.58M | Sell |
39,387
-755
| -2% | -$145K | 1.76% | 13 |
|
|
2023
Q3 | $6.87M | Sell |
40,142
-1,107
| -3% | -$190K | 1.79% | 13 |
|
|
2023
Q2 | $8M | Buy |
41,249
+190
| +0.5% | +$36.9K | 2.03% | 13 |
|
|
2023
Q1 | $6.8M | Buy |
41,059
+405
| +1% | +$67.1K | 1.87% | 12 |
|
|
2022
Q4 | $5.28M | Buy |
40,654
+9,641
| +31% | +$1.25M | 1.61% | 13 |
|
|
2022
Q3 | $4.31M | Sell |
31,013
-11
| -0% | -$1.53K | 3.42% | 8 |
|
|
2022
Q2 | $4.43M | Buy |
31,024
+3,232
| +12% | +$462K | 3.49% | 7 |
|
|
2022
Q1 | $4.85M | Buy |
27,792
+168
| +0.6% | +$29.3K | 13.95% | 2 |
|
|
2021
Q4 | $4.86M | Buy |
+27,624
| New | +$4.86M | 3.87% | 7 |
|