SFPM
Sensible Financial Planning & Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,770
| Closed | -$1.58M | – | 30 |
|
|
2024
Q3 | $1.58M | Buy |
+6,770
| New | +$1.58M | 0.31% | 27 |
|
|
2022
Q4 | – | Sell |
-6,295
| Closed | -$870K | – | 33 |
|
|
2022
Q3 | $870K | Buy |
6,295
+176
| +3% | +$24.3K | 0.22% | 28 |
|
|
2022
Q2 | $837K | Buy |
+6,119
| New | +$837K | 0.21% | 32 |
|
|
2022
Q1 | – | Sell |
-3,731
| Closed | -$663K | – | 44 |
|
|
2021
Q4 | $663K | Sell |
3,731
-2,206
| -37% | -$392K | 0.19% | 32 |
|
|
2021
Q3 | $840K | Hold |
5,937
| – | – | 0.27% | 31 |
|
|
2021
Q2 | $813K | Buy |
5,937
+465
| +8% | +$63.7K | 0.27% | 32 |
|
|
2021
Q1 | $668K | Sell |
5,472
-18,924
| -78% | -$2.31M | 0.25% | 31 |
|
|
2020
Q4 | $3.24M | Buy |
24,396
+18,924
| +346% | +$2.51M | 1.21% | 19 |
|
|
2020
Q3 | $634K | Buy |
+5,472
| New | +$634K | 0.26% | 28 |
|
|
2020
Q1 | – | Sell |
-781
| Closed | -$229K | – | 35 |
|
|
2019
Q4 | $229K | Buy |
+781
| New | +$229K | 0.1% | 37 |
|
|
2016
Q4 | – | Sell |
-80
| Closed | -$9K | – | 27 |
|
|
2016
Q3 | $9K | Hold |
80
| – | – | 0.01% | 61 |
|
|
2016
Q2 | $8K | Hold |
80
| – | – | 0.01% | 70 |
|
|
2016
Q1 | $9K | Hold |
80
| – | – | 0.01% | 63 |
|
|
2015
Q4 | $8K | Sell |
80
-145
| -64% | -$14.5K | 0.01% | 68 |
|
|
2015
Q3 | $25K | Buy |
+225
| New | +$25K | 0.02% | 50 |
|