Sterling Financial Planning’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 | $3.97M | Sell |
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|
2025
Q2 | $3.2M | Sell |
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|
2025
Q1 | $3.47M | Sell |
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|
2024
Q4 | $3.99M | Buy |
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|
2024
Q3 | $3.51M | Sell |
|
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|
2024
Q2 | $3.22M | Buy |
|
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|
2024
Q1 | $2.61M | Sell |
|
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|
2023
Q4 | $2.98M | Sell |
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|
2023
Q3 | $2.7M | Sell |
|
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|
2023
Q2 | $3.26M | Sell |
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|
2023
Q1 | $2.83M | Buy |
|
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $2.06M | Sell |
|
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|
2022
Q2 | $2.05M | Sell |
|
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|
2022
Q1 | $2.63M | Sell |
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|
2021
Q4 | $3.04M | Sell |
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|
2021
Q3 | $2.48M | Buy |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $1.95M | Sell |
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|
2020
Q4 | $2.19M | Buy |
|