Spectrum Planning & Advisory Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$932K Buy
2025
Q1
$715K Sell
2024
Q4
$929K Buy
2024
Q3
$690K Sell
2024
Q2
$787K Buy
2023
Q4
$700K Buy
2023
Q3
$623K Hold
2023
Q2
$700K Hold
2023
Q1
$600K Sell
2022
Q4
$485K Sell
2022
Q3
$521K Buy
2022
Q2
$515K Hold
2022
Q1
$658K Sell
2021
Q4
$679K Buy
2021
Q3
$511K Sell
2021
Q2
$499K Buy
2021
Q1
$441K Hold
2020
Q4
$479K Buy