Prosperity Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.64M | Hold |
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|
2025
Q2 | $2.12M | Hold |
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|
2025
Q1 | $2.3M | Hold |
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|
2024
Q4 | $2.59M | Sell |
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|
2024
Q3 | $2.42M | Buy |
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|
2024
Q2 | $2.18M | Hold |
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|
2024
Q1 | $1.77M | Hold |
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|
2023
Q4 | $1.99M | Sell |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $2.02M | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.29M | Hold |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.37M | Hold |
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|
2022
Q1 | $1.77M | Hold |
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|
2021
Q4 | $1.8M | Hold |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.61M | Hold |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $367K | Buy |
|