Plante Moran Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Sell |
61,792
-21,223
| -26% | -$4.35M | 0.89% | 10 |
|
|
2025
Q1 | $18.4M | Sell |
83,015
-12,538
| -13% | -$2.79M | 1.59% | 6 |
|
|
2024
Q4 | $23.9M | Sell |
95,553
-5,754
| -6% | -$1.44M | 1.99% | 6 |
|
|
2024
Q3 | $23.6M | Buy |
101,307
+2,887
| +3% | +$673K | 2.01% | 6 |
|
|
2024
Q2 | $20.7M | Buy |
98,420
+6,000
| +6% | +$1.26M | 2.07% | 6 |
|
|
2024
Q1 | $15.8M | Sell |
92,420
-4,246
| -4% | -$728K | 1.7% | 9 |
|
|
2023
Q4 | $18.6M | Buy |
96,666
+640
| +0.7% | +$123K | 1.95% | 9 |
|
|
2023
Q3 | $16.4M | Sell |
96,026
-1,595
| -2% | -$273K | 1.97% | 9 |
|
|
2023
Q2 | $18.9M | Sell |
97,621
-3,978
| -4% | -$772K | 2.24% | 9 |
|
|
2023
Q1 | $16.8M | Sell |
101,599
-4,589
| -4% | -$757K | 2.29% | 10 |
|
|
2022
Q4 | $13.8M | Buy |
106,188
+6,186
| +6% | +$804K | 2% | 10 |
|
|
2022
Q3 | $13.8M | Buy |
100,002
+14,091
| +16% | +$1.95M | 2.37% | 9 |
|
|
2022
Q2 | $11.7M | Sell |
85,911
-8,941
| -9% | -$1.22M | 1.96% | 9 |
|
|
2022
Q1 | $16.6M | Sell |
94,852
-3,130
| -3% | -$547K | 3.09% | 7 |
|
|
2021
Q4 | $17.4M | Sell |
97,982
-684
| -0.7% | -$121K | 2.85% | 7 |
|
|
2021
Q3 | $14M | Buy |
98,666
+4,221
| +4% | +$597K | 3.1% | 7 |
|
|
2021
Q2 | $12.9M | Sell |
94,445
-1,521
| -2% | -$208K | 3.14% | 6 |
|
|
2021
Q1 | $11.7M | Sell |
95,966
-5,649
| -6% | -$690K | 3.21% | 6 |
|
|
2020
Q4 | $13.5M | Sell |
101,615
-26,108
| -20% | -$3.46M | 4.16% | 5 |
|
|
2020
Q3 | $14.8M | Buy |
127,723
+12,319
| +11% | +$1.43M | 5.2% | 4 |
|
|
2020
Q2 | $10.5M | Buy |
115,404
+2,084
| +2% | +$190K | 4.2% | 4 |
|
|
2020
Q1 | $7.2M | Buy |
113,320
+1,788
| +2% | +$114K | 3.3% | 6 |
|
|
2019
Q4 | $8.19M | Sell |
111,532
-23,724
| -18% | -$1.74M | 2.85% | 6 |
|
|
2019
Q3 | $7.57M | Sell |
135,256
-216
| -0.2% | -$12.1K | 2.21% | 9 |
|
|
2019
Q2 | $6.7M | Buy |
135,472
+9,436
| +7% | +$467K | 2.06% | 9 |
|
|
2019
Q1 | $5.99M | Sell |
126,036
-17,908
| -12% | -$850K | 1.85% | 10 |
|
|
2018
Q4 | $5.68M | Buy |
143,944
+20,212
| +16% | +$797K | 1.97% | 10 |
|
|
2018
Q3 | $6.98M | Sell |
123,732
-11,504
| -9% | -$649K | 2.27% | 9 |
|
|
2018
Q2 | $6.26M | Buy |
135,236
+1,956
| +1% | +$90.5K | 3.17% | 5 |
|
|
2018
Q1 | $5.59M | Sell |
133,280
-1,620
| -1% | -$67.9K | 3.04% | 6 |
|
|
2017
Q4 | $5.71M | Buy |
134,900
+3,256
| +2% | +$138K | 3.16% | 5 |
|
|
2017
Q3 | $5.07M | Sell |
131,644
-11,140
| -8% | -$429K | 3.02% | 6 |
|
|
2017
Q2 | $5.14M | Buy |
142,784
+3,176
| +2% | +$114K | 3.21% | 4 |
|
|
2017
Q1 | $5.01M | Sell |
139,608
-19,164
| -12% | -$688K | 3.02% | 4 |
|
|
2016
Q4 | $4.6M | Buy |
158,772
+15,480
| +11% | +$448K | 2.87% | 5 |
|
|
2016
Q3 | $4.05M | Buy |
143,292
+4,068
| +3% | +$115K | 2.73% | 4 |
|
|
2016
Q2 | $3.33M | Sell |
139,224
-1,832
| -1% | -$43.8K | 2.41% | 5 |
|
|
2016
Q1 | $3.84M | Sell |
141,056
-2,372
| -2% | -$64.6K | 2.96% | 5 |
|
|
2015
Q4 | $3.77M | Buy |
143,428
+3,656
| +3% | +$96.2K | 2.83% | 5 |
|
|
2015
Q3 | $3.85M | Buy |
139,772
+9,488
| +7% | +$262K | 3.03% | 4 |
|
|
2015
Q2 | $4.09M | Buy |
130,284
+2,516
| +2% | +$78.9K | 2.92% | 6 |
|
|
2015
Q1 | $3.98M | Buy |
127,768
+7,772
| +6% | +$242K | 2.77% | 6 |
|
|
2014
Q4 | $3.31M | Buy |
119,996
+14,516
| +14% | +$401K | 2.44% | 8 |
|
|
2014
Q3 | $2.66M | Buy |
105,480
+1,468
| +1% | +$37K | 2.32% | 7 |
|
|
2014
Q2 | $2.42M | Buy |
104,012
+19,060
| +22% | +$443K | 2.16% | 8 |
|
|
2014
Q1 | $1.63M | Sell |
84,952
-2,268
| -3% | -$43.5K | 1.77% | 12 |
|
|
2013
Q4 | $1.75M | Sell |
87,220
-8,008
| -8% | -$160K | 0.98% | 15 |
|
|
2013
Q3 | $1.62M | Buy |
95,228
+6,412
| +7% | +$109K | 0.99% | 16 |
|
|
2013
Q2 | $1.26M | Buy |
+88,816
| New | +$1.26M | 0.93% | 18 |
|