SEEDPG
S.E.E.D. Planning Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
70,788
+6,696
| +10% | +$1.37M | 4.55% | 2 |
|
|
2025
Q1 | $14.2M | Buy |
64,092
+607
| +1% | +$135K | 4.8% | 1 |
|
|
2024
Q4 | $15.9M | Sell |
63,485
-2,276
| -3% | -$570K | 5.31% | 1 |
|
|
2024
Q3 | $15.3M | Sell |
65,761
-2,631
| -4% | -$613K | 5.08% | 1 |
|
|
2024
Q2 | $14.4M | Sell |
68,392
-1,217
| -2% | -$256K | 5.24% | 2 |
|
|
2024
Q1 | $11.9M | Sell |
69,609
-21,284
| -23% | -$3.65M | 4.36% | 2 |
|
|
2023
Q4 | $17.5M | Sell |
90,893
-1,356
| -1% | -$261K | 7.05% | 1 |
|
|
2023
Q3 | $15.8M | Sell |
92,249
-12,925
| -12% | -$2.21M | 6.09% | 1 |
|
|
2023
Q2 | $20.4M | Buy |
105,174
+1,530
| +1% | +$297K | 7.16% | 1 |
|
|
2023
Q1 | $17.1M | Buy |
103,644
+9,765
| +10% | +$1.61M | 6.6% | 1 |
|
|
2022
Q4 | $12.2M | Buy |
93,879
+4,013
| +4% | +$521K | 5.29% | 1 |
|
|
2022
Q3 | $12.4M | Sell |
89,866
-2,129
| -2% | -$294K | 5.81% | 1 |
|
|
2022
Q2 | $12.6M | Buy |
91,995
+25,198
| +38% | +$3.45M | 5.7% | 1 |
|
|
2022
Q1 | $11.7M | Sell |
66,797
-604
| -0.9% | -$105K | 4.97% | 2 |
|
|
2021
Q4 | $12M | Buy |
67,401
+708
| +1% | +$126K | 5.19% | 5 |
|
|
2021
Q3 | $9.44M | Sell |
66,693
-2,827
| -4% | -$400K | 4.45% | 5 |
|
|
2021
Q2 | $9.52M | Buy |
69,520
+1,121
| +2% | +$154K | 4.69% | 5 |
|
|
2021
Q1 | $8.36M | Sell |
68,399
-17,214
| -20% | -$2.1M | 4.58% | 5 |
|
|
2020
Q4 | $11.4M | Buy |
85,613
+11,662
| +16% | +$1.55M | 6.82% | 1 |
|
|
2020
Q3 | $8.56M | Buy |
73,951
+53,145
| +255% | +$6.15M | 6.28% | 1 |
|
|
2020
Q2 | $7.59M | Sell |
20,806
-1,116
| -5% | -$407K | 5.93% | 1 |
|
|
2020
Q1 | $5.58M | Sell |
21,922
-1,365
| -6% | -$347K | 5.41% | 2 |
|
|
2019
Q4 | $6.84M | Buy |
+23,287
| New | +$6.84M | 5.94% | 2 |
|