Plum Street 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 | $1.61M | Sell |
7,823
-66
| -0.8% | -$13.5K | 0.71% | 32 |
|
|
2025
Q1 | $1.75M | Buy |
7,889
+301
| +4% | +$66.9K | 0.84% | 28 |
|
|
2024
Q4 | $1.9M | Buy |
7,588
+254
| +3% | +$63.6K | 0.94% | 27 |
|
|
2024
Q3 | $1.71M | Buy |
7,334
+2,540
| +53% | +$592K | 0.87% | 28 |
|
|
2024
Q2 | $1.01M | Sell |
4,794
-2,540
| -35% | -$535K | 0.59% | 37 |
|
|
2024
Q1 | $1.71M | Buy |
7,334
+2,483
| +51% | +$579K | 0.87% | 28 |
|
|
2023
Q4 | $934K | Buy |
+4,851
| New | +$934K | 0.62% | 36 |
|