SPAS
Spectrum Planning & Advisory Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
4,543
+1,323
| +41% | +$271K | 0.6% | 36 |
|
|
2025
Q1 | $715K | Sell |
3,220
-489
| -13% | -$109K | 0.6% | 32 |
|
|
2024
Q4 | $929K | Buy |
3,709
+750
| +25% | +$188K | 0.81% | 23 |
|
|
2024
Q3 | $690K | Sell |
2,959
-717
| -20% | -$167K | 0.66% | 25 |
|
|
2024
Q2 | $787K | Buy |
+3,676
| New | +$787K | 0.76% | 24 |
|
|
2023
Q4 | $700K | Buy |
3,637
+1
| +0% | +$193 | 0.99% | 21 |
|
|
2023
Q3 | $623K | Hold |
3,636
| – | – | 0.98% | 23 |
|
|
2023
Q2 | $700K | Hold |
3,636
| – | – | 1.05% | 18 |
|
|
2023
Q1 | $600K | Sell |
3,636
-100
| -3% | -$16.5K | 0.97% | 21 |
|
|
2022
Q4 | $485K | Sell |
3,736
-32
| -0.8% | -$4.16K | 0.66% | 26 |
|
|
2022
Q3 | $521K | Buy |
3,768
+1
| +0% | +$138 | 0.53% | 33 |
|
|
2022
Q2 | $515K | Hold |
3,767
| – | – | 0.54% | 31 |
|
|
2022
Q1 | $658K | Sell |
3,767
-54
| -1% | -$9.43K | 0.6% | 28 |
|
|
2021
Q4 | $679K | Buy |
3,821
+211
| +6% | +$37.5K | 0.62% | 30 |
|
|
2021
Q3 | $511K | Sell |
3,610
-30
| -0.8% | -$4.25K | 0.5% | 33 |
|
|
2021
Q2 | $499K | Buy |
3,640
+33
| +0.9% | +$4.52K | 0.48% | 33 |
|
|
2021
Q1 | $441K | Hold |
3,607
| – | – | 0.45% | 33 |
|
|
2020
Q4 | $479K | Buy |
+3,607
| New | +$479K | 0.51% | 30 |
|