Retirement Planning Group (Kansas)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.7M | Buy |
125,090
+451
| +0.4% | +$92.5K | 1.09% | 19 |
|
2025
Q1 | $27.7M | Sell |
124,639
-72
| -0.1% | -$16K | 1.3% | 20 |
|
2024
Q4 | $31.2M | Buy |
124,711
+30
| +0% | +$7.51K | 1.57% | 16 |
|
2024
Q3 | $29M | Buy |
124,681
+22,532
| +22% | +$5.25M | 1.58% | 18 |
|
2024
Q2 | $21.5M | Buy |
102,149
+10,874
| +12% | +$2.29M | 1.37% | 16 |
|
2024
Q1 | $15.7M | Buy |
91,275
+5,596
| +7% | +$960K | 1.2% | 16 |
|
2023
Q4 | $16.5M | Sell |
85,679
-1,879
| -2% | -$362K | 1.48% | 13 |
|
2023
Q3 | $15M | Buy |
87,558
+1,353
| +2% | +$232K | 1.59% | 12 |
|
2023
Q2 | $16.7M | Buy |
86,205
+1,813
| +2% | +$352K | 1.67% | 11 |
|
2023
Q1 | $13.9M | Buy |
84,392
+4,197
| +5% | +$692K | 1.48% | 12 |
|
2022
Q4 | $10.4M | Buy |
80,195
+117
| +0.1% | +$15.2K | 1.19% | 12 |
|
2022
Q3 | $11.1M | Buy |
80,078
+40,629
| +103% | +$5.62M | 1.39% | 11 |
|
2022
Q2 | $5.39M | Sell |
39,449
-5
| -0% | -$684 | 0.67% | 16 |
|
2022
Q1 | $6.89M | Sell |
39,454
-180
| -0.5% | -$31.4K | 0.75% | 19 |
|
2021
Q4 | $7.04M | Buy |
39,634
+1,839
| +5% | +$327K | 0.68% | 18 |
|
2021
Q3 | $5.35M | Sell |
37,795
-11
| -0% | -$1.56K | 0.61% | 17 |
|
2021
Q2 | $5.18M | Buy |
37,806
+236
| +0.6% | +$32.3K | 0.59% | 17 |
|
2021
Q1 | $4.59M | Buy |
37,570
+305
| +0.8% | +$37.3K | 0.63% | 19 |
|
2020
Q4 | $4.95M | Sell |
37,265
-127
| -0.3% | -$16.9K | 0.72% | 18 |
|
2020
Q3 | $4.33M | Buy |
37,392
+168
| +0.5% | +$19.5K | 0.71% | 17 |
|
2020
Q2 | $3.4M | Sell |
37,224
-1,964
| -5% | -$179K | 0.62% | 20 |
|
2020
Q1 | $2.49M | Buy |
39,188
+4,052
| +12% | +$258K | 0.59% | 16 |
|
2019
Q4 | $2.58M | Buy |
35,136
+76
| +0.2% | +$5.58K | 0.51% | 20 |
|
2019
Q3 | $1.96M | Buy |
35,060
+32
| +0.1% | +$1.79K | 0.42% | 21 |
|
2019
Q2 | $1.73M | Buy |
35,028
+680
| +2% | +$33.6K | 0.39% | 22 |
|
2019
Q1 | $1.63M | Sell |
34,348
-1,116
| -3% | -$53K | 0.39% | 22 |
|
2018
Q4 | $1.4M | Buy |
35,464
+1,188
| +3% | +$46.9K | 0.37% | 27 |
|
2018
Q3 | $1.93M | Sell |
34,276
-3,288
| -9% | -$186K | 0.5% | 18 |
|
2018
Q2 | $1.74M | Buy |
37,564
+200
| +0.5% | +$9.25K | 0.47% | 19 |
|
2018
Q1 | $1.57M | Buy |
37,364
+4,876
| +15% | +$204K | 0.43% | 19 |
|
2017
Q4 | $1.38M | Buy |
32,488
+184
| +0.6% | +$7.79K | 0.38% | 19 |
|
2017
Q3 | $1.25M | Sell |
32,304
-396
| -1% | -$15.3K | 0.36% | 20 |
|
2017
Q2 | $1.18M | Sell |
32,700
-8,004
| -20% | -$288K | 0.35% | 21 |
|
2017
Q1 | $1.46M | Buy |
40,704
+716
| +2% | +$25.7K | 0.44% | 21 |
|
2016
Q4 | $1.16M | Sell |
39,988
-2,040
| -5% | -$59.1K | 0.37% | 24 |
|
2016
Q3 | $1.19M | Buy |
42,028
+176
| +0.4% | +$4.98K | 0.38% | 25 |
|
2016
Q2 | $1M | Buy |
41,852
+220
| +0.5% | +$5.26K | 0.34% | 28 |
|
2016
Q1 | $1.13M | Sell |
41,632
-8,912
| -18% | -$243K | 0.4% | 27 |
|
2015
Q4 | $1.33M | Buy |
50,544
+8,284
| +20% | +$218K | 0.49% | 25 |
|
2015
Q3 | $1.17M | Buy |
42,260
+52
| +0.1% | +$1.43K | 0.51% | 27 |
|
2015
Q2 | $1.32M | Buy |
42,208
+184
| +0.4% | +$5.77K | 0.54% | 30 |
|
2015
Q1 | $1.31M | Sell |
42,024
-1,776
| -4% | -$55.2K | 0.52% | 33 |
|
2014
Q4 | $1.21M | Buy |
43,800
+1,780
| +4% | +$49.1K | 0.37% | 37 |
|
2014
Q3 | $1.06M | Sell |
42,020
-6,276
| -13% | -$158K | 0.33% | 34 |
|
2014
Q2 | $1.12M | Sell |
48,296
-3,728
| -7% | -$86.6K | 0.34% | 35 |
|
2014
Q1 | $998K | Buy |
52,024
+532
| +1% | +$10.2K | 0.32% | 37 |
|
2013
Q4 | $1.03M | Sell |
51,492
-15,036
| -23% | -$301K | 0.37% | 36 |
|
2013
Q3 | $1.13M | Sell |
66,528
-2,240
| -3% | -$38.1K | 0.41% | 38 |
|
2013
Q2 | $974K | Buy |
+68,768
| New | +$974K | 0.4% | 39 |
|