Platt Investment Counsel’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
1,375
| – | – | 0.27% | 8 |
|
|
2025
Q1 | $305K | Hold |
1,375
| – | – | 0.3% | 8 |
|
|
2024
Q4 | $344K | Sell |
1,375
-112
| -8% | -$28K | 0.33% | 9 |
|
|
2024
Q3 | $346K | Hold |
1,487
| – | – | 0.31% | 9 |
|
|
2024
Q2 | $313K | Hold |
1,487
| – | – | 0.3% | 10 |
|
|
2024
Q1 | $255K | Hold |
1,487
| – | – | 0.24% | 10 |
|
|
2023
Q4 | $286K | Hold |
1,487
| – | – | 0.3% | 9 |
|
|
2023
Q3 | $255K | Hold |
1,487
| – | – | 0.3% | 8 |
|
|
2023
Q2 | $288K | Hold |
1,487
| – | – | 0.33% | 8 |
|
|
2023
Q1 | $245K | Buy |
+1,487
| New | +$245K | 0.33% | 9 |
|
|
2022
Q4 | – | Sell |
-1,487
| Closed | -$206K | – | 10 |
|
|
2022
Q3 | $206K | Hold |
1,487
| – | – | 0.3% | 13 |
|
|
2022
Q2 | $203K | Sell |
1,487
-220
| -13% | -$30K | 0.28% | 12 |
|
|
2022
Q1 | $298K | Buy |
1,707
+367
| +27% | +$64.1K | 0.28% | 11 |
|
|
2021
Q4 | $238K | Buy |
+1,340
| New | +$238K | 0.2% | 13 |
|