Planning Directions’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.86M | Sell |
43,186
-789
| -2% | -$162K | 4.99% | 5 |
|
|
2025
Q1 | $9.77M | Buy |
43,975
+773
| +2% | +$172K | 4.18% | 5 |
|
|
2024
Q4 | $10.8M | Buy |
43,202
+57
| +0.1% | +$14.3K | 6.28% | 4 |
|
|
2024
Q3 | $10.1M | Sell |
43,145
-754
| -2% | -$176K | 5.99% | 4 |
|
|
2024
Q2 | $9.25M | Sell |
43,899
-14
| -0% | -$2.95K | 6.3% | 4 |
|
|
2024
Q1 | $7.53M | Sell |
43,913
-134
| -0.3% | -$23K | 5.23% | 4 |
|
|
2023
Q4 | $8.48M | Buy |
44,047
+179
| +0.4% | +$34.5K | 6.05% | 5 |
|
|
2023
Q3 | $7.51M | Sell |
43,868
-63
| -0.1% | -$10.8K | 5.75% | 5 |
|
|
2023
Q2 | $8.52M | Sell |
43,931
-8
| -0% | -$1.55K | 6.2% | 4 |
|
|
2023
Q1 | $7.25M | Sell |
43,939
-2,381
| -5% | -$393K | 5.39% | 4 |
|
|
2022
Q4 | $6.02M | Buy |
46,320
+117
| +0.3% | +$15.2K | 4.59% | 7 |
|
|
2022
Q3 | $6.39M | Buy |
46,203
+84
| +0.2% | +$11.6K | 5.16% | 5 |
|
|
2022
Q2 | $6.31M | Buy |
46,119
+259
| +0.6% | +$35.4K | 4.83% | 5 |
|
|
2022
Q1 | $8.01M | Sell |
45,860
-259
| -0.6% | -$45.2K | 5.62% | 4 |
|
|
2021
Q4 | $8.19M | Buy |
46,119
+382
| +0.8% | +$67.8K | 5.45% | 4 |
|
|
2021
Q3 | $6.47M | Buy |
45,737
+394
| +0.9% | +$55.8K | 4.71% | 5 |
|
|
2021
Q2 | $6.21M | Buy |
45,343
+1,372
| +3% | +$188K | 4.54% | 5 |
|
|
2021
Q1 | $5.37M | Buy |
43,971
+393
| +0.9% | +$48K | 4.23% | 7 |
|
|
2020
Q4 | $5.78M | Buy |
43,578
+597
| +1% | +$79.2K | 4.69% | 6 |
|
|
2020
Q3 | $4.98M | Buy |
42,981
+677
| +2% | +$78.4K | 4.39% | 6 |
|
|
2020
Q2 | $3.86M | Buy |
42,304
+17,532
| +71% | +$1.6M | 3.6% | 8 |
|
|
2020
Q1 | $1.58M | Sell |
24,772
-16,756
| -40% | -$1.07M | 2.21% | 8 |
|
|
2019
Q4 | $3.05M | Sell |
41,528
-3,160
| -7% | -$232K | 2.82% | 9 |
|
|
2019
Q3 | $2.5M | Sell |
44,688
-29,028
| -39% | -$1.63M | 2.4% | 9 |
|
|
2019
Q2 | $3.65M | Buy |
73,716
+496
| +0.7% | +$24.5K | 3.7% | 6 |
|
|
2019
Q1 | $3.48M | Buy |
73,220
+1,360
| +2% | +$64.6K | 4.13% | 6 |
|
|
2018
Q4 | $2.83M | Sell |
71,860
-10,204
| -12% | -$402K | 3.5% | 6 |
|
|
2018
Q3 | $4.63M | Buy |
82,064
+8,016
| +11% | +$452K | 4.3% | 4 |
|
|
2018
Q2 | $3.43M | Buy |
74,048
+4,724
| +7% | +$219K | 3.31% | 5 |
|
|
2018
Q1 | $2.91M | Buy |
+69,324
| New | +$2.91M | 2.85% | 6 |
|