Total Wealth Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
5,233
+94
| +2% | +$19.3K | 0.14% | 58 |
|
|
2025
Q1 | $1.14M | Sell |
5,139
-688
| -12% | -$153K | 0.17% | 51 |
|
|
2024
Q4 | $1.46M | Buy |
5,827
+594
| +11% | +$149K | 0.23% | 45 |
|
|
2024
Q3 | $1.22M | Sell |
5,233
-13
| -0.2% | -$3.03K | 0.19% | 48 |
|
|
2024
Q2 | $1.23M | Sell |
5,246
-92
| -2% | -$21.6K | 0.2% | 48 |
|
|
2024
Q1 | $915K | Buy |
5,338
+121
| +2% | +$20.7K | 0.16% | 52 |
|
|
2023
Q4 | $1M | Sell |
5,217
-291
| -5% | -$56K | 0.18% | 51 |
|
|
2023
Q3 | $943K | Buy |
5,508
+360
| +7% | +$61.6K | 0.19% | 53 |
|
|
2023
Q2 | $999K | Sell |
5,148
-68
| -1% | -$13.2K | 0.21% | 51 |
|
|
2023
Q1 | $860K | Sell |
5,216
-1,109
| -18% | -$183K | 0.19% | 50 |
|
|
2022
Q4 | $822K | Sell |
6,325
-234
| -4% | -$30.4K | 0.2% | 52 |
|
|
2022
Q3 | $907K | Sell |
6,559
-181
| -3% | -$25K | 0.26% | 43 |
|
|
2022
Q2 | $921K | Buy |
6,740
+618
| +10% | +$84.4K | 0.27% | 44 |
|
|
2022
Q1 | $1.07M | Buy |
+6,122
| New | +$1.07M | 0.29% | 45 |
|
|
2021
Q4 | – | Sell |
-3,142
| Closed | -$445K | – | 35 |
|
|
2021
Q3 | $445K | Sell |
3,142
-983
| -24% | -$139K | 0.16% | 35 |
|
|
2021
Q2 | $565K | Buy |
4,125
+1,004
| +32% | +$138K | 0.22% | 31 |
|
|
2021
Q1 | $381K | Sell |
3,121
-466
| -13% | -$56.9K | 0.16% | 34 |
|
|
2020
Q4 | $476K | Buy |
3,587
+449
| +14% | +$59.6K | 0.22% | 33 |
|
|
2020
Q3 | $363K | Buy |
3,138
+446
| +17% | +$51.6K | 0.19% | 35 |
|
|
2020
Q2 | $246K | Buy |
+2,692
| New | +$246K | 0.14% | 34 |
|
|
2020
Q1 | – | Sell |
-2,768
| Closed | -$203K | – | 33 |
|
|
2019
Q4 | $203K | Buy |
+2,768
| New | +$203K | 0.11% | 34 |
|