SLFPAM
St. Louis Financial Planners Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
13,180
-1,729
| -12% | -$355K | 2.06% | 18 |
|
|
2025
Q1 | $3.31M | Buy |
14,909
+2,171
| +17% | +$482K | 2.48% | 7 |
|
|
2024
Q4 | $3.19M | Buy |
12,738
+1,084
| +9% | +$271K | 2.3% | 9 |
|
|
2024
Q3 | $2.64M | Sell |
11,654
-2,003
| -15% | -$454K | 2.1% | 8 |
|
|
2024
Q2 | $2.96M | Buy |
13,657
+1,800
| +15% | +$390K | 2.55% | 10 |
|
|
2024
Q1 | $2.01M | Buy |
11,857
+1,089
| +10% | +$185K | 1.81% | 16 |
|
|
2023
Q4 | $2.07M | Buy |
10,768
+517
| +5% | +$99.5K | 1.93% | 12 |
|
|
2023
Q3 | $1.78M | Sell |
10,251
-1,016
| -9% | -$176K | 1.43% | 11 |
|
|
2023
Q2 | $2.19M | Buy |
+11,267
| New | +$2.19M | 2.19% | 10 |
|