Spartan Planning & Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,226
| Closed | -$3.38M | – | 77 |
|
|
2025
Q1 | $3.38M | Sell |
15,226
-12,057
| -44% | -$2.68M | 3.28% | 11 |
|
|
2024
Q4 | $6.83M | Buy |
+27,283
| New | +$6.83M | 6.24% | 2 |
|
|
2023
Q4 | $4.58M | Buy |
23,808
+15,526
| +187% | +$2.99M | 4.89% | 6 |
|
|
2023
Q3 | $1.42M | Buy |
+8,282
| New | +$1.42M | 1.66% | 12 |
|
|
2022
Q4 | – | Sell |
-15,603
| Closed | -$2.16M | – | 165 |
|
|
2022
Q3 | $2.16M | Buy |
+15,603
| New | +$2.16M | 2.82% | 5 |
|
|
2022
Q2 | – | Sell |
-18,531
| Closed | -$3.24M | – | 87 |
|
|
2022
Q1 | $3.24M | Buy |
+18,531
| New | +$3.24M | 4.05% | 8 |
|