Spartan Planning & Wealth Management’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
$7.35M Buy
2025
Q2
Sell
2025
Q1
$3.38M Sell
2024
Q4
$6.83M Buy
2023
Q4
$4.58M Buy
2023
Q3
$1.42M Buy
2022
Q4
Sell
2022
Q3
$2.16M Buy
2022
Q2
Sell
2022
Q1
$3.24M Buy