Stonebridge Financial Planning Group’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 | $2.6M | Sell |
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|
2025
Q1 | $2.94M | Sell |
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|
2024
Q4 | $3.63M | Buy |
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|
2024
Q3 | $3.35M | Buy |
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|
2024
Q2 | $2.99M | Sell |
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|
2024
Q1 | $2.56M | Sell |
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|
2023
Q4 | $2.9M | Buy |
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|
2023
Q3 | $2.45M | Buy |
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|
2023
Q2 | $2.77M | Sell |
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|
2023
Q1 | $2.38M | Buy |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $1.89M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $1.95M | Buy |
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|
2021
Q4 | $1.78M | Sell |
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|
2021
Q3 | $1.6M | Sell |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $1.44M | Hold |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $945K | Buy |
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|
2020
Q1 | $664K | Sell |
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|
2019
Q4 | $766K | Buy |
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