Planning Directions’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 | $8.86M | Sell |
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|
2025
Q1 | $9.77M | Buy |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $10.1M | Sell |
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|
2024
Q2 | $9.25M | Sell |
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|
2024
Q1 | $7.53M | Sell |
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|
2023
Q4 | $8.48M | Buy |
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|
2023
Q3 | $7.51M | Sell |
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|
2023
Q2 | $8.52M | Sell |
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|
2023
Q1 | $7.25M | Sell |
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|
2022
Q4 | $6.02M | Buy |
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|
2022
Q3 | $6.38M | Buy |
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|
2022
Q2 | $6.3M | Buy |
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|
2022
Q1 | $8.01M | Sell |
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|
2021
Q4 | $8.19M | Buy |
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|
2021
Q3 | $6.47M | Buy |
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|
2021
Q2 | $6.21M | Buy |
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|
2021
Q1 | $5.37M | Buy |
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|
2020
Q4 | $5.78M | Buy |
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|
2020
Q3 | $4.98M | Buy |
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|
2020
Q2 | $3.86M | Buy |
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|
2020
Q1 | $1.57M | Sell |
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|
2019
Q4 | $3.05M | Sell |
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|
2019
Q3 | $2.5M | Sell |
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|
2019
Q2 | $3.65M | Buy |
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|
2019
Q1 | $3.48M | Buy |
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|
2018
Q4 | $2.83M | Sell |
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|
2018
Q3 | $4.63M | Buy |
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|
2018
Q2 | $3.43M | Buy |
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|
2018
Q1 | $2.91M | Buy |
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