Prosperity Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Hold |
10,349
| – | – | 0.61% | 36 |
|
|
2025
Q1 | $2.3M | Hold |
10,349
| – | – | 0.72% | 35 |
|
|
2024
Q4 | $2.59M | Sell |
10,349
-25
| -0.2% | -$6.26K | 0.83% | 33 |
|
|
2024
Q3 | $2.42M | Buy |
10,374
+25
| +0.2% | +$5.83K | 0.77% | 33 |
|
|
2024
Q2 | $2.18M | Hold |
10,349
| – | – | 0.75% | 32 |
|
|
2024
Q1 | $1.77M | Hold |
10,349
| – | – | 0.61% | 35 |
|
|
2023
Q4 | $1.99M | Sell |
10,349
-98
| -0.9% | -$18.9K | 0.75% | 30 |
|
|
2023
Q3 | $1.79M | Buy |
10,447
+50
| +0.5% | +$8.56K | 0.75% | 29 |
|
|
2023
Q2 | $2.02M | Sell |
10,397
-532
| -5% | -$103K | 0.83% | 28 |
|
|
2023
Q1 | $1.8M | Buy |
10,929
+939
| +9% | +$155K | 0.79% | 31 |
|
|
2022
Q4 | $1.29M | Hold |
9,990
| – | – | 0.64% | 34 |
|
|
2022
Q3 | $1.38M | Sell |
9,990
-170
| -2% | -$23.5K | 0.72% | 34 |
|
|
2022
Q2 | $1.37M | Hold |
10,160
| – | – | 0.7% | 33 |
|
|
2022
Q1 | $1.77M | Hold |
10,160
| – | – | 0.87% | 28 |
|
|
2021
Q4 | $1.8M | Hold |
10,160
| – | – | 0.91% | 27 |
|
|
2021
Q3 | $1.44M | Sell |
10,160
-1,600
| -14% | -$226K | 0.78% | 32 |
|
|
2021
Q2 | $1.61M | Hold |
11,760
| – | – | 1% | 26 |
|
|
2021
Q1 | $1.44M | Buy |
11,760
+8,992
| +325% | +$1.1M | 1.02% | 27 |
|
|
2020
Q4 | $367K | Buy |
+2,768
| New | +$367K | 0.31% | 48 |
|