PRI
Prepared Retirement Institute’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
6,507
+514
| +9% | +$105K | 0.79% | 22 |
|
|
2025
Q1 | $1.33M | Buy |
5,993
+325
| +6% | +$72.2K | 0.85% | 23 |
|
|
2024
Q4 | $1.42M | Sell |
5,668
-1,479
| -21% | -$370K | 0.81% | 21 |
|
|
2024
Q3 | $1.67M | Sell |
7,147
-43
| -0.6% | -$10K | 1.01% | 18 |
|
|
2024
Q2 | $1.51M | Buy |
7,190
+693
| +11% | +$146K | 1% | 17 |
|
|
2024
Q1 | $1.11M | Sell |
6,497
-239
| -4% | -$41K | 0.83% | 19 |
|
|
2023
Q4 | $1.3M | Buy |
+6,736
| New | +$1.3M | 0.97% | 17 |
|