SFPG
Stonebridge Financial Planning Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
12,688
-530
| -4% | -$109K | 1.09% | 26 |
|
|
2025
Q1 | $2.94M | Sell |
13,218
-1,284
| -9% | -$285K | 1.34% | 18 |
|
|
2024
Q4 | $3.63M | Buy |
14,502
+137
| +1% | +$34.3K | 1.62% | 11 |
|
|
2024
Q3 | $3.35M | Buy |
14,365
+164
| +1% | +$38.2K | 1.59% | 9 |
|
|
2024
Q2 | $2.99M | Sell |
14,201
-750
| -5% | -$158K | 1.5% | 11 |
|
|
2024
Q1 | $2.56M | Sell |
14,951
-101
| -0.7% | -$17.3K | 1.36% | 15 |
|
|
2023
Q4 | $2.9M | Buy |
15,052
+733
| +5% | +$141K | 1.67% | 11 |
|
|
2023
Q3 | $2.45M | Buy |
14,319
+25
| +0.2% | +$4.28K | 1.57% | 13 |
|
|
2023
Q2 | $2.77M | Sell |
14,294
-131
| -0.9% | -$25.4K | 1.69% | 13 |
|
|
2023
Q1 | $2.38M | Buy |
14,425
+57
| +0.4% | +$9.4K | 1.54% | 19 |
|
|
2022
Q4 | $1.87M | Buy |
14,368
+700
| +5% | +$91K | 1.24% | 22 |
|
|
2022
Q3 | $1.89M | Buy |
13,668
+50
| +0.4% | +$6.91K | 1.32% | 21 |
|
|
2022
Q2 | $1.86M | Buy |
13,618
+2,461
| +22% | +$336K | 1.26% | 22 |
|
|
2022
Q1 | $1.95M | Buy |
11,157
+720
| +7% | +$126K | 1.09% | 27 |
|
|
2021
Q4 | $1.78M | Sell |
10,437
-100
| -0.9% | -$17K | 0.93% | 31 |
|
|
2021
Q3 | $1.6M | Sell |
10,537
-263
| -2% | -$39.8K | 0.78% | 37 |
|
|
2021
Q2 | $1.56M | Buy |
10,800
+571
| +6% | +$82.5K | 0.83% | 37 |
|
|
2021
Q1 | $1.34M | Sell |
10,229
-635
| -6% | -$83.3K | 0.78% | 39 |
|
|
2020
Q4 | $1.44M | Hold |
10,864
| – | – | 0.91% | 32 |
|
|
2020
Q3 | $1.29M | Buy |
10,864
+8,269
| +319% | +$984K | 0.93% | 31 |
|
|
2020
Q2 | $945K | Buy |
2,595
+100
| +4% | +$36.4K | 0.8% | 36 |
|
|
2020
Q1 | $664K | Sell |
2,495
-113
| -4% | -$30.1K | 0.66% | 42 |
|
|
2019
Q4 | $766K | Buy |
+2,608
| New | +$766K | 0.69% | 38 |
|