Professional Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $26.1M | Sell |
184,441
-6,569
| -3% | -$929K | 12.46% | 1 |
|
|
2021
Q2 | $26.2M | Sell |
191,010
-3,414
| -2% | -$468K | 12.01% | 1 |
|
|
2021
Q1 | $23.7M | Sell |
194,424
-31,447
| -14% | -$3.84M | 11.6% | 1 |
|
|
2020
Q4 | $30M | Buy |
225,871
+11,307
| +5% | +$1.5M | 12.11% | 1 |
|
|
2020
Q3 | $24.8M | Buy |
214,564
+7,996
| +4% | +$926K | 18.93% | 1 |
|
|
2020
Q2 | $18.8M | Buy |
206,568
+12,732
| +7% | +$1.16M | 10.04% | 2 |
|
|
2020
Q1 | $12.4M | Buy |
193,836
+2,708
| +1% | +$173K | 14.45% | 1 |
|
|
2019
Q4 | $14M | Buy |
191,128
+8,272
| +5% | +$607K | 12.15% | 1 |
|
|
2019
Q3 | $10.2M | Sell |
182,856
-936
| -0.5% | -$52.4K | 10.88% | 1 |
|
|
2019
Q2 | $9.09M | Buy |
183,792
+1,312
| +0.7% | +$64.9K | 10.73% | 3 |
|
|
2019
Q1 | $8.67M | Buy |
182,480
+19,628
| +12% | +$932K | 10.59% | 1 |
|
|
2018
Q4 | $6.42M | Buy |
162,852
+11,692
| +8% | +$461K | 8.75% | 2 |
|
|
2018
Q3 | $8.53M | Buy |
151,160
+9,916
| +7% | +$560K | 11.94% | 1 |
|
|
2018
Q2 | $6.54M | Buy |
141,244
+3,168
| +2% | +$147K | 10.32% | 3 |
|
|
2018
Q1 | $5.79M | Buy |
138,076
+5,552
| +4% | +$233K | 9.86% | 3 |
|
|
2017
Q4 | $5.61M | Buy |
+132,524
| New | +$5.61M | 10.25% | 4 |
|