Strategic Planning Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1M | Buy |
136,853
+17,238
| +14% | +$3.54M | 4.56% | 3 |
|
|
2025
Q1 | $26.6M | Buy |
119,615
+645
| +0.5% | +$143K | 5.2% | 1 |
|
|
2024
Q4 | $29.8M | Sell |
118,970
-10,342
| -8% | -$2.59M | 5.47% | 1 |
|
|
2024
Q3 | $30.1M | Buy |
129,312
+2,767
| +2% | +$645K | 5.94% | 1 |
|
|
2024
Q2 | $26.7M | Sell |
126,545
-82,278
| -39% | -$17.3M | 5.83% | 1 |
|
|
2024
Q1 | $18.8M | Buy |
208,823
+17,859
| +9% | +$1.6M | 4.69% | 1 |
|
|
2023
Q4 | $17.6M | Buy |
+190,964
| New | +$17.6M | 5.84% | 1 |
|