SFP
Sterling Financial Planning’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
15,611
-1
| -0% | -$205 | 1.07% | 26 |
|
|
2025
Q1 | $3.47M | Sell |
15,612
-338
| -2% | -$75.1K | 1.26% | 24 |
|
|
2024
Q4 | $3.99M | Buy |
15,950
+883
| +6% | +$221K | 1.47% | 22 |
|
|
2024
Q3 | $3.51M | Sell |
15,067
-237
| -2% | -$55.2K | 1.29% | 23 |
|
|
2024
Q2 | $3.22M | Buy |
15,304
+94
| +0.6% | +$19.8K | 1.31% | 24 |
|
|
2024
Q1 | $2.61M | Sell |
15,210
-280
| -2% | -$48K | 1.06% | 29 |
|
|
2023
Q4 | $2.98M | Sell |
15,490
-254
| -2% | -$48.9K | 1.29% | 26 |
|
|
2023
Q3 | $2.7M | Sell |
15,744
-1,041
| -6% | -$178K | 1.38% | 22 |
|
|
2023
Q2 | $3.26M | Sell |
16,785
-370
| -2% | -$71.8K | 1.61% | 18 |
|
|
2023
Q1 | $2.83M | Buy |
17,155
+2,218
| +15% | +$366K | 1.54% | 19 |
|
|
2022
Q4 | $1.94M | Buy |
14,937
+14
| +0.1% | +$1.82K | 1.16% | 26 |
|
|
2022
Q3 | $2.06M | Sell |
14,923
-68
| -0.5% | -$9.4K | 1.45% | 20 |
|
|
2022
Q2 | $2.05M | Sell |
14,991
-90
| -0.6% | -$12.3K | 1.44% | 22 |
|
|
2022
Q1 | $2.63M | Sell |
15,081
-2,032
| -12% | -$355K | 1.66% | 17 |
|
|
2021
Q4 | $3.04M | Sell |
17,113
-409
| -2% | -$72.6K | 1.9% | 17 |
|
|
2021
Q3 | $2.48M | Buy |
17,522
+916
| +6% | +$130K | 1.58% | 17 |
|
|
2021
Q2 | $2.27M | Buy |
16,606
+612
| +4% | +$83.8K | 1.48% | 19 |
|
|
2021
Q1 | $1.95M | Sell |
15,994
-534
| -3% | -$65.2K | 1.39% | 19 |
|
|
2020
Q4 | $2.19M | Buy |
+16,528
| New | +$2.19M | 1.77% | 15 |
|