Sequent 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 | $2.07M | Buy |
10,097
+3,258
| +48% | +$668K | 0.66% | 31 |
|
|
2025
Q1 | $1.52M | Sell |
6,839
-241
| -3% | -$53.5K | 0.55% | 31 |
|
|
2024
Q4 | $1.77M | Buy |
7,080
+659
| +10% | +$165K | 0.65% | 30 |
|
|
2024
Q3 | $1.5M | Sell |
6,421
-24
| -0.4% | -$5.59K | 0.52% | 31 |
|
|
2024
Q2 | $1.4M | Sell |
6,445
-427
| -6% | -$92.6K | 0.48% | 34 |
|
|
2024
Q1 | $1.18M | Buy |
+6,872
| New | +$1.18M | 0.43% | 41 |
|