Treasure Coast Financial 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 | $991K | Hold |
4,832
| – | – | 0.58% | 23 |
|
|
2025
Q1 | $1.07M | Buy |
4,832
+220
| +5% | +$48.9K | 0.67% | 21 |
|
|
2024
Q4 | $1.15M | Buy |
4,612
+23
| +0.5% | +$5.76K | 0.76% | 20 |
|
|
2024
Q3 | $1.07M | Buy |
4,589
+150
| +3% | +$35K | 0.66% | 21 |
|
|
2024
Q2 | $935K | Sell |
4,439
-404
| -8% | -$85.1K | 0.62% | 22 |
|
|
2024
Q1 | $830K | Sell |
4,843
-673
| -12% | -$115K | 0.54% | 23 |
|
|
2023
Q4 | $1.06M | Hold |
5,516
| – | – | 0.74% | 21 |
|
|
2023
Q3 | $944K | Buy |
5,516
+55
| +1% | +$9.42K | 0.66% | 21 |
|
|
2023
Q2 | $1.06M | Sell |
5,461
-307
| -5% | -$59.6K | 0.72% | 22 |
|
|
2023
Q1 | $951K | Sell |
5,768
-924
| -14% | -$152K | 0.67% | 25 |
|
|
2022
Q4 | $870K | Buy |
6,692
+2
| +0% | +$260 | 0.65% | 23 |
|
|
2022
Q3 | $925K | Buy |
6,690
+801
| +14% | +$111K | 0.74% | 17 |
|
|
2022
Q2 | $805K | Buy |
5,889
+152
| +3% | +$20.8K | 0.62% | 19 |
|
|
2022
Q1 | $1M | Buy |
5,737
+101
| +2% | +$17.6K | 0.77% | 19 |
|
|
2021
Q4 | $1M | Buy |
+5,636
| New | +$1M | 0.77% | 19 |
|